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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 | $41,887 | $124,314-66.3% | $109,163-61.6% | $167,518-75.0% |
| Participation rate | 84.2% | 79.4%+4.8pp | 75.9%+8.3pp | 82.1%+2.1pp |
| Annual return | 10.60% | 26.04%-15.4pp | 25.75%-15.2pp | 478.71%-468.1pp |
| Employer contribution / active EE | $889 | $4,209-78.9% | $3,723-76.1% | $4,838-81.6% |
| Participant deferral / active EE | $2,101 | $5,256-60.0% | $4,654-54.9% | $6,342-66.9% |
| Admin fee / account holder | $149 | $7,973-98.1% | $6,754-97.8% | $12,312-98.8% |