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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 | $63,055 | $103,387-39.0% | $87,102-27.6% | $152,885-58.8% |
| Participation rate | 86.7% | 79.4%+7.3pp | 76.9%+9.8pp | 82.5%+4.2pp |
| Annual return | 23.70% | 28.10%-4.4pp | 28.19%-4.5pp | 345.39%-321.7pp |
| Employer contribution / active EE | $886 | $3,221-72.5% | $2,521-64.8% | $4,763-81.4% |
| Participant deferral / active EE | $2,318 | $4,778-51.5% | $4,048-42.7% | $5,851-60.4% |
| Admin fee / account holder | $144 | $12,193-98.8% | $7,491-98.1% | $11,598-98.8% |