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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 | $30,521 | $85,024-64.1% | $70,544-56.7% | $139,466-78.1% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.4%+6.6pp | 80.3%-5.3pp |
| Annual return | 20.92% | 30.39%-9.5pp | 32.79%-11.9pp | 373.66%-352.7pp |
| Employer contribution / active EE | $2,390 | $3,912-38.9% | $2,976-19.7% | $4,754-49.7% |
| Participant deferral / active EE | $8,289 | $5,891+40.7% | $4,568+81.4% | $6,712+23.5% |
| Admin fee / account holder | $144 | $8,928-98.4% | $6,427-97.8% | $11,409-98.7% |