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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 | $32,090 | $91,037-64.8% | $71,671-55.2% | $147,586-78.3% |
| Participation rate | 84.6% | 76.1%+8.5pp | 68.7%+15.9pp | 82.8%+1.8pp |
| Annual return | 19.97% | 20.48%-0.5pp | 20.65%-0.7pp | 578.59%-558.6pp |
| Employer contribution / active EE | $1,951 | $3,327-41.4% | $2,460-20.7% | $4,876-60.0% |
| Participant deferral / active EE | $8,114 | $4,498+80.4% | $3,438+136.0% | $5,439+49.2% |
| Admin fee / account holder | $210 | $8,613-97.6% | $5,558-96.2% | $10,886-98.1% |