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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 | $37,697 | $108,882-65.4% | $96,754-61.0% | $154,746-75.6% |
| Participation rate | 85.7% | 75.1%+10.6pp | 70.3%+15.4pp | 80.7%+5.0pp |
| Annual return | 20.23% | 98.39%-78.2pp | 82.04%-61.8pp | 172.34%-152.1pp |
| Employer contribution / active EE | $1,955 | $3,018-35.2% | $2,679-27.0% | $4,379-55.3% |
| Participant deferral / active EE | $6,990 | $5,323+31.3% | $4,758+46.9% | $6,730+3.9% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |