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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 | $46,589 | $116,203-59.9% | $93,621-50.2% | $152,909-69.5% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.8%+11.7pp | 82.5%+5.0pp |
| Annual return | 20.30% | 35.96%-15.7pp | 32.76%-12.5pp | 345.46%-325.2pp |
| Employer contribution / active EE | $2,229 | $3,219-30.8% | $2,719-18.0% | $4,764-53.2% |
| Participant deferral / active EE | $3,768 | $4,605-18.2% | $4,070-7.4% | $5,851-35.6% |
| Admin fee / account holder | $174 | $10,751-98.4% | $7,890-97.8% | $11,601-98.5% |