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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 | $32,170 | $78,707-59.1% | $117,861-72.7% | $70,126-54.1% |
| Participation rate | 70.0% | 73.2%-3.2pp | 79.7%-9.7pp | 69.5%+0.5pp |
| Annual return | 28.15% | 23.30%+4.9pp | 335.11%-307.0pp | 73.15%-45.0pp |
| Employer contribution / active EE | $3,269 | $2,223+47.0% | $3,786-13.7% | $2,343+39.5% |
| Participant deferral / active EE | $7,297 | $3,297+121.3% | $4,482+62.8% | $3,332+119.0% |
| Admin fee / account holder | $160 | $5,066-96.8% | $8,021-98.0% | $4,645-96.6% |