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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 | $44,343 | $78,707-43.7% | $117,861-62.4% | $70,126-36.8% |
| Participation rate | 87.5% | 73.2%+14.3pp | 79.7%+7.8pp | 69.5%+18.0pp |
| Annual return | 24.39% | 23.30%+1.1pp | 335.11%-310.7pp | 73.15%-48.8pp |
| Employer contribution / active EE | $1,545 | $2,223-30.5% | $3,786-59.2% | $2,343-34.0% |
| Participant deferral / active EE | $3,087 | $3,297-6.4% | $4,482-31.1% | $3,332-7.3% |
| Admin fee / account holder | $177 | $5,066-96.5% | $8,021-97.8% | $4,645-96.2% |