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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 | $38,851 | $110,379-64.8% | $102,412-62.1% | $145,884-73.4% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 14.18% | 24.84%-10.7pp | 24.94%-10.8pp | 551.85%-537.7pp |
| Employer contribution / active EE | $2,153 | $4,216-48.9% | $3,870-44.4% | $4,662-53.8% |
| Participant deferral / active EE | $5,660 | $5,622+0.7% | $5,060+11.8% | $6,690-15.4% |
| Admin fee / account holder | $152 | $9,745-98.4% | $8,388-98.2% | $13,392-98.9% |