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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 | $33,786 | $91,167-62.9% | $178,498-81.1% | $79,858-57.7% |
| Participation rate | 96.3% | 69.2%+27.1pp | 81.9%+14.4pp | 69.6%+26.7pp |
| Annual return | 17.63% | 24.19%-6.6pp | 151.09%-133.5pp | 31.72%-14.1pp |
| Employer contribution / active EE | $1,552 | $3,255-52.3% | $5,011-69.0% | $2,471-37.2% |
| Participant deferral / active EE | $3,277 | $3,236+1.3% | $5,202-37.0% | $3,740-12.4% |
| Admin fee / account holder | $214 | $6,747-96.8% | $13,985-98.5% | $5,306-96.0% |