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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 | $46,750 | $162,821-71.3% | $133,978-65.1% | $158,982-70.6% |
| Participation rate | 81.8% | 83.2%-1.4pp | 79.8%+2.0pp | 82.0%-0.1pp |
| Annual return | 18.36% | 41.95%-23.6pp | 45.10%-26.7pp | 302.99%-284.6pp |
| Employer contribution / active EE | $2,046 | $4,976-58.9% | $3,919-47.8% | $4,763-57.1% |
| Participant deferral / active EE | $7,077 | $5,910+19.7% | $5,047+40.2% | $5,983+18.3% |
| Admin fee / account holder | $26 | $11,742-99.8% | $8,930-99.7% | $11,252-99.8% |