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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 | $38,507 | $115,917-66.8% | $100,535-61.7% | $158,982-75.8% |
| Participation rate | 78.6% | 81.6%-3.0pp | 79.4%-0.8pp | 82.0%-3.4pp |
| Annual return | 18.18% | 34.80%-16.6pp | 30.90%-12.7pp | 302.99%-284.8pp |
| Employer contribution / active EE | $2,037 | $4,105-50.4% | $3,419-40.4% | $4,763-57.2% |
| Participant deferral / active EE | $2,909 | $6,677-56.4% | $6,271-53.6% | $5,983-51.4% |
| Admin fee / account holder | $48 | $11,002-99.6% | $8,085-99.4% | $11,252-99.6% |