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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 | $34,646 | $110,379-68.6% | $102,412-66.2% | $145,884-76.3% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 14.59% | 24.84%-10.3pp | 24.94%-10.4pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,973 | $4,216-53.2% | $3,870-49.0% | $4,662-57.7% |
| Participant deferral / active EE | $8,228 | $5,622+46.4% | $5,060+62.6% | $6,690+23.0% |
| Admin fee / account holder | $141 | $9,745-98.6% | $8,388-98.3% | $13,392-98.9% |