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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 | $34,349 | $103,392-66.8% | $87,104-60.6% | $152,897-77.5% |
| Participation rate | 81.8% | 79.4%+2.5pp | 76.9%+4.9pp | 82.5%-0.6pp |
| Annual return | 22.33% | 28.10%-5.8pp | 28.19%-5.9pp | 345.43%-323.1pp |
| Employer contribution / active EE | $1,939 | $3,221-39.8% | $2,521-23.1% | $4,764-59.3% |
| Participant deferral / active EE | $7,601 | $4,778+59.1% | $4,048+87.8% | $5,851+29.9% |
| Admin fee / account holder | $256 | $12,194-97.9% | $7,491-96.6% | $11,599-97.8% |