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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 | $43,562 | $103,393-57.9% | $87,103-50.0% | $152,909-71.5% |
| Participation rate | 95.0% | 79.4%+15.6pp | 76.9%+18.1pp | 82.5%+12.5pp |
| Annual return | 20.05% | 28.10%-8.0pp | 28.19%-8.1pp | 345.46%-325.4pp |
| Employer contribution / active EE | $1,497 | $3,221-53.5% | $2,521-40.6% | $4,764-68.6% |
| Participant deferral / active EE | $4,176 | $4,778-12.6% | $4,049+3.2% | $5,851-28.6% |
| Admin fee / account holder | $202 | $12,195-98.3% | $7,491-97.3% | $11,601-98.3% |