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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 | $29,148 | $211,239-86.2% | $178,528-83.7% | $145,877-80.0% |
| Participation rate | 84.6% | 80.8%+3.8pp | 77.1%+7.5pp | 80.3%+4.3pp |
| Annual return | 9.72% | 30.22%-20.5pp | 27.11%-17.4pp | 551.28%-541.6pp |
| Employer contribution / active EE | $1,101 | $4,570-75.9% | $3,950-72.1% | $4,663-76.4% |
| Participant deferral / active EE | $5,269 | $6,963-24.3% | $6,278-16.1% | $6,691-21.2% |
| Admin fee / account holder | $195 | $12,095-98.4% | $10,419-98.1% | $13,402-98.5% |