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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 | $32,327 | $110,410-70.7% | $102,437-68.4% | $145,897-77.8% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 12.74% | 24.85%-12.1pp | 24.95%-12.2pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,357 | $4,217-67.8% | $3,871-64.9% | $4,663-70.9% |
| Participant deferral / active EE | $6,719 | $5,622+19.5% | $5,060+32.8% | $6,689+0.4% |
| Admin fee / account holder | $168 | $9,745-98.3% | $8,388-98.0% | $13,390-98.7% |