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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 | $48,778 | $110,379-55.8% | $102,412-52.4% | $145,884-66.6% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 12.65% | 24.84%-12.2pp | 24.94%-12.3pp | 551.85%-539.2pp |
| Employer contribution / active EE | $1,696 | $4,216-59.8% | $3,870-56.2% | $4,662-63.6% |
| Participant deferral / active EE | $8,482 | $5,622+50.9% | $5,060+67.6% | $6,690+26.8% |
| Admin fee / account holder | $275 | $9,745-97.2% | $8,388-96.7% | $13,392-97.9% |