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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 | $40,372 | $98,776-59.1% | $149,745-73.0% | $79,856-49.4% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.5%-0.7pp | 69.6%+12.2pp |
| Annual return | 27.01% | 27.38%-0.4pp | 276.72%-249.7pp | 31.71%-4.7pp |
| Employer contribution / active EE | $3,315 | $3,217+3.0% | $4,646-28.6% | $2,471+34.1% |
| Participant deferral / active EE | $4,951 | $5,681-12.9% | $6,843-27.7% | $3,741+32.4% |
| Admin fee / account holder | $288 | $6,053-95.2% | $9,312-96.9% | $5,306-94.6% |