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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 | $37,690 | $106,247-64.5% | $96,515-60.9% | $139,466-73.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.42% | 38.47%-18.0pp | 35.73%-15.3pp | 373.66%-353.2pp |
| Employer contribution / active EE | $991 | $4,106-75.9% | $3,740-73.5% | $4,754-79.2% |
| Participant deferral / active EE | $1,422 | $5,456-73.9% | $4,880-70.9% | $6,712-78.8% |
| Admin fee / account holder | $296 | $7,885-96.3% | $6,735-95.6% | $11,409-97.4% |