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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 | $51,403 | $108,285-52.5% | $77,552-33.7% | $158,982-67.7% |
| Participation rate | 72.7% | 64.4%+8.3pp | 54.2%+18.5pp | 82.0%-9.2pp |
| Annual return | 16.91% | 31.69%-14.8pp | 54.82%-37.9pp | 302.99%-286.1pp |
| Employer contribution / active EE | $737 | $1,325-44.4% | $987-25.3% | $4,763-84.5% |
| Participant deferral / active EE | $2,830 | $2,455+15.2% | $1,861+52.1% | $5,983-52.7% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |