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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 | $56,530 | $141,001-59.9% | $112,228-49.6% | $139,487-59.5% |
| Participation rate | 90.9% | 79.2%+11.7pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 19.82% | 32.75%-12.9pp | 30.23%-10.4pp | 373.84%-354.0pp |
| Employer contribution / active EE | $2,266 | $4,285-47.1% | $3,432-34.0% | $4,755-52.3% |
| Participant deferral / active EE | $3,188 | $5,877-45.8% | $4,800-33.6% | $6,713-52.5% |
| Admin fee / account holder | $230 | $9,959-97.7% | $7,752-97.0% | $11,407-98.0% |