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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 | $34,448 | $94,439-63.5% | $73,658-53.2% | $154,746-77.7% |
| Participation rate | 83.3% | 64.7%+18.7pp | 57.0%+26.3pp | 80.7%+2.6pp |
| Annual return | 23.15% | 28.25%-5.1pp | 29.72%-6.6pp | 172.34%-149.2pp |
| Employer contribution / active EE | $2,716 | $1,257+116.0% | $1,032+163.1% | $4,379-38.0% |
| Participant deferral / active EE | $8,387 | $2,527+231.9% | $2,062+306.8% | $6,730+24.6% |
| Admin fee / account holder | $110 | $3,843-97.1% | $3,357-96.7% | $14,365-99.2% |