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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 | $43,180 | $183,627-76.5% | $155,602-72.2% | $145,978-70.4% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 12.54% | 61.32%-48.8pp | 64.81%-52.3pp | 550.52%-538.0pp |
| Employer contribution / active EE | $1,495 | $5,316-71.9% | $4,675-68.0% | $4,662-67.9% |
| Participant deferral / active EE | $6,831 | $6,466+5.6% | $5,629+21.4% | $6,690+2.1% |
| Admin fee / account holder | $247 | $19,327-98.7% | $15,923-98.4% | $13,400-98.2% |