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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 | $40,227 | $228,352-82.4% | $185,835-78.4% | $158,966-74.7% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 22.94% | 40.81%-17.9pp | 35.96%-13.0pp | 302.95%-280.0pp |
| Employer contribution / active EE | $1,327 | $4,967-73.3% | $4,087-67.5% | $4,762-72.1% |
| Participant deferral / active EE | $4,798 | $6,416-25.2% | $5,633-14.8% | $5,983-19.8% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |