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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 | $30,342 | $142,430-78.7% | $115,170-73.7% | $152,897-80.2% |
| Participation rate | 89.5% | 82.4%+7.1pp | 75.9%+13.6pp | 82.5%+7.0pp |
| Annual return | 24.93% | 41.48%-16.5pp | 35.60%-10.7pp | 345.43%-320.5pp |
| Employer contribution / active EE | $1,105 | $4,011-72.4% | $3,179-65.2% | $4,764-76.8% |
| Participant deferral / active EE | $6,335 | $5,165+22.7% | $4,169+52.0% | $5,851+8.3% |
| Admin fee / account holder | $31 | $8,464-99.6% | $7,089-99.6% | $11,599-99.7% |