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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 | $30,913 | $110,337-72.0% | $102,383-69.8% | $145,877-78.8% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 12.30% | 24.83%-12.5pp | 24.94%-12.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $2,889 | $4,216-31.5% | $3,870-25.4% | $4,663-38.1% |
| Participant deferral / active EE | $5,624 | $5,621+0.1% | $5,060+11.2% | $6,691-15.9% |
| Admin fee / account holder | $158 | $9,750-98.4% | $8,391-98.1% | $13,402-98.8% |