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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 | $41,893 | $100,279-58.2% | $81,353-48.5% | $145,884-71.3% |
| Participation rate | 76.2% | 74.3%+1.9pp | 69.5%+6.7pp | 80.3%-4.1pp |
| Annual return | 12.51% | 34.49%-22.0pp | 24.82%-12.3pp | 551.85%-539.3pp |
| Employer contribution / active EE | $2,029 | $2,979-31.9% | $2,464-17.6% | $4,662-56.5% |
| Participant deferral / active EE | $4,402 | $4,611-4.5% | $3,885+13.3% | $6,690-34.2% |
| Admin fee / account holder | $25 | $8,206-99.7% | $5,766-99.6% | $13,392-99.8% |