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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 | $34,346 | $87,733-60.9% | $106,551-67.8% | $85,856-60.0% |
| Participation rate | 96.4% | 71.9%+24.5pp | 76.1%+20.3pp | 69.3%+27.1pp |
| Annual return | 15.66% | 21.86%-6.2pp | 26.80%-11.1pp | 318.58%-302.9pp |
| Employer contribution / active EE | $1,207 | $2,073-41.8% | $2,819-57.2% | $2,565-53.0% |
| Participant deferral / active EE | $3,225 | $3,469-7.0% | $4,398-26.7% | $3,952-18.4% |
| Admin fee / account holder | $145 | $6,767-97.9% | $7,408-98.0% | $6,261-97.7% |