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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 | $46,274 | $78,705-41.2% | $117,857-60.7% | $70,131-34.0% |
| Participation rate | 94.5% | 73.2%+21.4pp | 79.7%+14.9pp | 69.5%+25.0pp |
| Annual return | 14.77% | 23.30%-8.5pp | 335.09%-320.3pp | 73.14%-58.4pp |
| Employer contribution / active EE | $2,455 | $2,223+10.4% | $3,786-35.2% | $2,342+4.8% |
| Participant deferral / active EE | $3,366 | $3,297+2.1% | $4,482-24.9% | $3,332+1.0% |
| Admin fee / account holder | $109 | $5,065-97.9% | $8,020-98.6% | $4,645-97.7% |