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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 | $43,528 | $110,337-60.5% | $102,383-57.5% | $145,877-70.2% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 14.10% | 24.83%-10.7pp | 24.94%-10.8pp | 551.28%-537.2pp |
| Employer contribution / active EE | $1,892 | $4,216-55.1% | $3,870-51.1% | $4,663-59.4% |
| Participant deferral / active EE | $6,222 | $5,621+10.7% | $5,060+23.0% | $6,691-7.0% |
| Admin fee / account holder | $48 | $9,750-99.5% | $8,391-99.4% | $13,402-99.6% |