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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 | $34,941 | $97,125-64.0% | $86,233-59.5% | $137,256-74.5% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.0%+15.6pp | 80.0%+4.7pp |
| Annual return | 17.45% | 74.19%-56.7pp | 61.39%-43.9pp | 220.34%-202.9pp |
| Employer contribution / active EE | $3,672 | $2,841+29.2% | $2,504+46.6% | $4,156-11.7% |
| Participant deferral / active EE | $2,385 | $5,180-54.0% | $4,559-47.7% | $6,407-62.8% |
| Admin fee / account holder | $11 | $9,725-99.9% | $8,342-99.9% | $12,270-99.9% |