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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 | $42,708 | $106,280-59.8% | $96,538-55.8% | $139,487-69.4% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 25.89% | 38.48%-12.6pp | 35.74%-9.8pp | 373.84%-347.9pp |
| Employer contribution / active EE | $2,141 | $4,107-47.9% | $3,740-42.8% | $4,755-55.0% |
| Participant deferral / active EE | $5,562 | $5,457+1.9% | $4,880+14.0% | $6,713-17.1% |
| Admin fee / account holder | $188 | $7,888-97.6% | $6,737-97.2% | $11,407-98.3% |