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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 | $42,935 | $106,280-59.6% | $96,538-55.5% | $139,487-69.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 22.07% | 38.48%-16.4pp | 35.74%-13.7pp | 373.84%-351.8pp |
| Employer contribution / active EE | $2,436 | $4,107-40.7% | $3,740-34.9% | $4,755-48.8% |
| Participant deferral / active EE | $7,685 | $5,457+40.8% | $4,880+57.5% | $6,713+14.5% |
| Admin fee / account holder | $20 | $7,888-99.7% | $6,737-99.7% | $11,407-99.8% |