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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 | $50,176 | $100,262-50.0% | $81,370-38.3% | $145,897-65.6% |
| Participation rate | 93.8% | 74.3%+19.5pp | 69.5%+24.2pp | 80.3%+13.4pp |
| Annual return | 8.77% | 34.52%-25.8pp | 24.85%-16.1pp | 552.29%-543.5pp |
| Employer contribution / active EE | $2,416 | $2,979-18.9% | $2,464-1.9% | $4,663-48.2% |
| Participant deferral / active EE | $5,234 | $4,612+13.5% | $3,885+34.7% | $6,689-21.8% |
| Admin fee / account holder | $33 | $8,163-99.6% | $5,749-99.4% | $13,390-99.8% |