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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 | $46,383 | $106,247-56.3% | $96,515-51.9% | $139,466-66.7% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 15.27% | 38.47%-23.2pp | 35.73%-20.5pp | 373.66%-358.4pp |
| Employer contribution / active EE | $2,944 | $4,106-28.3% | $3,740-21.3% | $4,754-38.1% |
| Participant deferral / active EE | $5,022 | $5,456-8.0% | $4,880+2.9% | $6,712-25.2% |
| Admin fee / account holder | $298 | $7,885-96.2% | $6,735-95.6% | $11,409-97.4% |