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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 | $33,604 | $106,236-68.4% | $96,496-65.2% | $139,427-75.9% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 30.34% | 38.43%-8.1pp | 35.70%-5.4pp | 373.27%-342.9pp |
| Employer contribution / active EE | $2,260 | $4,104-44.9% | $3,738-39.6% | $4,752-52.4% |
| Participant deferral / active EE | $9,402 | $5,455+72.4% | $4,879+92.7% | $6,711+40.1% |
| Admin fee / account holder | $19 | $7,879-99.8% | $6,731-99.7% | $11,404-99.8% |