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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 | $47,506 | $114,119-58.4% | $107,187-55.7% | $138,895-65.8% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 79.9%+11.0pp |
| Annual return | 18.23% | 273.21%-255.0pp | 204.55%-186.3pp | 145.39%-127.2pp |
| Employer contribution / active EE | $2,517 | $4,059-38.0% | $3,782-33.5% | $4,194-40.0% |
| Participant deferral / active EE | $6,160 | $5,538+11.2% | $5,096+20.9% | $6,396-3.7% |
| Admin fee / account holder | $285 | $10,024-97.2% | $9,162-96.9% | $12,562-97.7% |