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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 | $43,465 | $149,679-71.0% | $117,039-62.9% | $147,585-70.5% |
| Participation rate | 71.4% | 83.5%-12.1pp | 77.2%-5.8pp | 82.8%-11.4pp |
| Annual return | 12.40% | 19.31%-6.9pp | 18.95%-6.5pp | 578.58%-566.2pp |
| Employer contribution / active EE | $868 | $4,937-82.4% | $3,785-77.1% | $4,876-82.2% |
| Participant deferral / active EE | $7,463 | $4,912+51.9% | $3,929+89.9% | $5,439+37.2% |
| Admin fee / account holder | $155 | $7,856-98.0% | $5,974-97.4% | $10,886-98.6% |