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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 | $44,582 | $110,410-59.6% | $102,437-56.5% | $145,897-69.4% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 14.94% | 24.85%-9.9pp | 24.95%-10.0pp | 552.29%-537.4pp |
| Employer contribution / active EE | $3,700 | $4,217-12.3% | $3,871-4.4% | $4,663-20.6% |
| Participant deferral / active EE | $10,873 | $5,622+93.4% | $5,060+114.9% | $6,689+62.5% |
| Admin fee / account holder | $183 | $9,745-98.1% | $8,388-97.8% | $13,390-98.6% |