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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,162 | $110,410-77.2% | $102,437-75.4% | $145,897-82.8% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 22.33% | 24.85%-2.5pp | 24.95%-2.6pp | 552.29%-530.0pp |
| Employer contribution / active EE | $3,939 | $4,217-6.6% | $3,871+1.8% | $4,663-15.5% |
| Participant deferral / active EE | $5,082 | $5,622-9.6% | $5,060+0.4% | $6,689-24.0% |
| Admin fee / account holder | $117 | $9,745-98.8% | $8,388-98.6% | $13,390-99.1% |