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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 | $35,991 | $105,856-66.0% | $90,161-60.1% | $147,586-75.6% |
| Participation rate | 93.8% | 79.7%+14.0pp | 76.9%+16.9pp | 82.8%+10.9pp |
| Annual return | 22.42% | 37.63%-15.2pp | 34.89%-12.5pp | 578.59%-556.2pp |
| Employer contribution / active EE | $3,285 | $4,126-20.4% | $3,318-1.0% | $4,876-32.6% |
| Participant deferral / active EE | $5,740 | $5,733+0.1% | $5,287+8.6% | $5,439+5.5% |
| Admin fee / account holder | $86 | $8,046-98.9% | $5,943-98.6% | $10,886-99.2% |