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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 | $26,413 | $77,449-65.9% | $69,483-62.0% | $152,909-82.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 74.6%+8.7pp | 82.5%+0.9pp |
| Annual return | 26.66% | 39.09%-12.4pp | 28.99%-2.3pp | 345.46%-318.8pp |
| Employer contribution / active EE | $2,324 | $3,316-29.9% | $2,780-16.4% | $4,764-51.2% |
| Participant deferral / active EE | $4,628 | $4,415+4.8% | $3,537+30.9% | $5,851-20.9% |
| Admin fee / account holder | $49 | $6,210-99.2% | $3,841-98.7% | $11,601-99.6% |