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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 | $34,555 | $85,196-59.4% | $76,383-54.8% | $145,897-76.3% |
| Participation rate | 71.4% | 82.9%-11.5pp | 79.3%-7.8pp | 80.3%-8.9pp |
| Annual return | 18.36% | 13.13%+5.2pp | 13.79%+4.6pp | 552.29%-533.9pp |
| Employer contribution / active EE | $2,319 | $5,268-56.0% | $4,587-49.4% | $4,663-50.3% |
| Participant deferral / active EE | $3,545 | $6,386-44.5% | $5,474-35.2% | $6,689-47.0% |
| Admin fee / account holder | $56 | $5,786-99.0% | $5,147-98.9% | $13,390-99.6% |