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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 | $33,150 | $117,846-71.9% | $102,434-67.6% | $145,884-77.3% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 25.30% | 31.90%-6.6pp | 29.46%-4.2pp | 551.85%-526.6pp |
| Employer contribution / active EE | $2,899 | $3,615-19.8% | $3,023-4.1% | $4,662-37.8% |
| Participant deferral / active EE | $8,394 | $5,733+46.4% | $5,055+66.1% | $6,690+25.5% |
| Admin fee / account holder | $10 | $13,356-99.9% | $9,462-99.9% | $13,392-99.9% |