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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 | $34,012 | $103,393-67.1% | $87,103-61.0% | $152,909-77.8% |
| Participation rate | 76.2% | 79.4%-3.2pp | 76.9%-0.7pp | 82.5%-6.3pp |
| Annual return | 36.57% | 28.10%+8.5pp | 28.19%+8.4pp | 345.46%-308.9pp |
| Employer contribution / active EE | $2,548 | $3,221-20.9% | $2,521+1.0% | $4,764-46.5% |
| Participant deferral / active EE | $5,959 | $4,778+24.7% | $4,049+47.2% | $5,851+1.8% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |