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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 | $34,342 | $65,034-47.2% | $90,970-62.2% | $79,856-57.0% |
| Participation rate | 89.3% | 61.6%+27.7pp | 69.0%+20.3pp | 69.6%+19.6pp |
| Annual return | 22.96% | 30.45%-7.5pp | 134.60%-111.6pp | 31.71%-8.8pp |
| Employer contribution / active EE | $2,577 | $1,247+106.6% | $2,122+21.5% | $2,471+4.3% |
| Participant deferral / active EE | $6,264 | $2,512+149.3% | $3,373+85.7% | $3,741+67.5% |
| Admin fee / account holder | $259 | $4,536-94.3% | $5,961-95.6% | $5,306-95.1% |