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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 | $32,318 | $105,856-69.5% | $90,161-64.2% | $147,586-78.1% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 16.52% | 37.63%-21.1pp | 34.89%-18.4pp | 578.59%-562.1pp |
| Employer contribution / active EE | $3,006 | $4,126-27.2% | $3,318-9.4% | $4,876-38.4% |
| Participant deferral / active EE | $4,263 | $5,733-25.6% | $5,287-19.4% | $5,439-21.6% |
| Admin fee / account holder | $2 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |