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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 | $108,882-67.9% | $96,754-63.9% | $154,746-77.4% |
| Participation rate | 84.6% | 75.1%+9.5pp | 70.3%+14.3pp | 80.7%+3.9pp |
| Annual return | 17.45% | 98.39%-80.9pp | 82.04%-64.6pp | 172.34%-154.9pp |
| Employer contribution / active EE | $3,672 | $3,018+21.6% | $2,679+37.0% | $4,379-16.2% |
| Participant deferral / active EE | $2,385 | $5,323-55.2% | $4,758-49.9% | $6,730-64.6% |
| Admin fee / account holder | $11 | $10,200-99.9% | $8,905-99.9% | $14,365-99.9% |