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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 | $37,007 | $111,814-66.9% | $103,378-64.2% | $145,978-74.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 14.44% | 24.80%-10.4pp | 24.91%-10.5pp | 550.52%-536.1pp |
| Employer contribution / active EE | $1,395 | $4,215-66.9% | $3,870-64.0% | $4,662-70.1% |
| Participant deferral / active EE | $2,120 | $5,618-62.3% | $5,058-58.1% | $6,690-68.3% |
| Admin fee / account holder | $147 | $9,764-98.5% | $8,401-98.2% | $13,400-98.9% |