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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 | $36,291 | $106,247-65.8% | $96,515-62.4% | $139,466-74.0% |
| Participation rate | 95.2% | 77.8%+17.4pp | 74.3%+20.9pp | 80.3%+14.9pp |
| Annual return | 17.42% | 38.47%-21.1pp | 35.73%-18.3pp | 373.66%-356.2pp |
| Employer contribution / active EE | $2,378 | $4,106-42.1% | $3,740-36.4% | $4,754-50.0% |
| Participant deferral / active EE | $4,258 | $5,456-22.0% | $4,880-12.7% | $6,712-36.6% |
| Admin fee / account holder | $288 | $7,885-96.3% | $6,735-95.7% | $11,409-97.5% |