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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 | $37,556 | $84,236-55.4% | $170,435-78.0% | $70,126-46.4% |
| Participation rate | 93.1% | 70.8%+22.3pp | 83.6%+9.5pp | 69.5%+23.6pp |
| Annual return | 19.90% | 23.06%-3.2pp | 205.94%-186.0pp | 73.15%-53.3pp |
| Employer contribution / active EE | $1,489 | $3,387-56.0% | $5,432-72.6% | $2,343-36.4% |
| Participant deferral / active EE | $2,688 | $3,086-12.9% | $4,939-45.6% | $3,332-19.3% |
| Admin fee / account holder | $247 | $5,698-95.7% | $13,881-98.2% | $4,645-94.7% |