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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 | $43,154 | $152,587-71.7% | $125,175-65.5% | $152,870-71.8% |
| Participation rate | 86.7% | 83.3%+3.3pp | 79.8%+6.9pp | 82.4%+4.2pp |
| Annual return | 20.48% | 54.84%-34.4pp | 43.79%-23.3pp | 345.34%-324.9pp |
| Employer contribution / active EE | $1,712 | $4,946-65.4% | $3,865-55.7% | $4,763-64.1% |
| Participant deferral / active EE | $4,306 | $5,868-26.6% | $4,937-12.8% | $5,850-26.4% |
| Admin fee / account holder | $42 | $13,434-99.7% | $9,702-99.6% | $11,597-99.6% |