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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 | $35,742 | $88,672-59.7% | $105,223-66.0% | $82,448-56.6% |
| Participation rate | 89.2% | 67.9%+21.3pp | 75.0%+14.1pp | 68.1%+21.1pp |
| Annual return | 19.35% | 30.86%-11.5pp | 180.65%-161.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $4,524 | $3,048+48.4% | $3,689+22.7% | $2,551+77.4% |
| Participant deferral / active EE | $3,690 | $4,036-8.6% | $5,072-27.2% | $4,139-10.9% |
| Admin fee / account holder | $130 | $7,146-98.2% | $8,859-98.5% | $7,234-98.2% |