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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 | $32,272 | $60,442-46.6% | $96,754-66.6% | $87,485-63.1% |
| Participation rate | 89.5% | 58.7%+30.8pp | 70.3%+19.2pp | 68.9%+20.5pp |
| Annual return | 22.25% | 21.97%+0.3pp | 82.04%-59.8pp | 26.06%-3.8pp |
| Employer contribution / active EE | $2,223 | $1,691+31.5% | $2,679-17.0% | $2,596-14.4% |
| Participant deferral / active EE | $4,386 | $3,280+33.7% | $4,758-7.8% | $4,274+2.6% |
| Admin fee / account holder | $234 | $5,069-95.4% | $8,905-97.4% | $7,775-97.0% |