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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 | $37,639 | $110,254-65.9% | $95,733-60.7% | $139,427-73.0% |
| Participation rate | 83.3% | 75.7%+7.6pp | 72.3%+11.1pp | 80.3%+3.0pp |
| Annual return | 22.51% | 27.13%-4.6pp | 28.37%-5.9pp | 373.27%-350.8pp |
| Employer contribution / active EE | $3,371 | $3,258+3.5% | $2,835+18.9% | $4,752-29.0% |
| Participant deferral / active EE | $8,962 | $4,675+91.7% | $4,244+111.2% | $6,711+33.5% |
| Admin fee / account holder | $225 | $6,607-96.6% | $5,673-96.0% | $11,404-98.0% |