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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 | $43,003 | $228,352-81.2% | $185,835-76.9% | $158,966-72.9% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 18.21% | 40.81%-22.6pp | 35.96%-17.8pp | 302.95%-284.7pp |
| Employer contribution / active EE | $1,172 | $4,967-76.4% | $4,087-71.3% | $4,762-75.4% |
| Participant deferral / active EE | $6,983 | $6,416+8.8% | $5,633+24.0% | $5,983+16.7% |
| Admin fee / account holder | $223 | $11,867-98.1% | $9,502-97.7% | $11,250-98.0% |