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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 | $39,775 | $106,247-62.6% | $96,515-58.8% | $139,466-71.5% |
| Participation rate | 81.0% | 77.8%+3.1pp | 74.3%+6.6pp | 80.3%+0.6pp |
| Annual return | 16.34% | 38.47%-22.1pp | 35.73%-19.4pp | 373.66%-357.3pp |
| Employer contribution / active EE | $2,422 | $4,106-41.0% | $3,740-35.2% | $4,754-49.1% |
| Participant deferral / active EE | $4,291 | $5,456-21.3% | $4,880-12.1% | $6,712-36.1% |
| Admin fee / account holder | $179 | $7,885-97.7% | $6,735-97.3% | $11,409-98.4% |