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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 | $106,280-68.4% | $96,538-65.2% | $139,487-75.9% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 30.34% | 38.48%-8.1pp | 35.74%-5.4pp | 373.84%-343.5pp |
| Employer contribution / active EE | $2,260 | $4,107-45.0% | $3,740-39.6% | $4,755-52.5% |
| Participant deferral / active EE | $9,402 | $5,457+72.3% | $4,880+92.7% | $6,713+40.1% |
| Admin fee / account holder | $19 | $7,888-99.8% | $6,737-99.7% | $11,407-99.8% |