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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 | $31,945 | $110,379-71.1% | $102,412-68.8% | $145,884-78.1% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+7.9pp |
| Annual return | 19.50% | 24.84%-5.3pp | 24.94%-5.4pp | 551.85%-532.4pp |
| Employer contribution / active EE | $1,768 | $4,216-58.1% | $3,870-54.3% | $4,662-62.1% |
| Participant deferral / active EE | $3,531 | $5,622-37.2% | $5,060-30.2% | $6,690-47.2% |
| Admin fee / account holder | $143 | $9,745-98.5% | $8,388-98.3% | $13,392-98.9% |