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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 | $32,980 | $58,828-43.9% | $78,002-57.7% | $62,881-47.6% |
| Participation rate | 78.6% | 71.1%+7.5pp | 75.5%+3.0pp | 69.3%+9.3pp |
| Annual return | 9.15% | 17.16%-8.0pp | 425.99%-416.8pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,677 | $1,672+0.3% | $2,470-32.1% | $2,281-26.5% |
| Participant deferral / active EE | $3,175 | $2,686+18.2% | $3,497-9.2% | $3,203-0.9% |
| Admin fee / account holder | $48 | $4,393-98.9% | $5,481-99.1% | $4,296-98.9% |