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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 | $39,100 | $85,024-54.0% | $70,544-44.6% | $139,466-72.0% |
| Participation rate | 88.9% | 73.9%+15.0pp | 68.4%+20.5pp | 80.3%+8.6pp |
| Annual return | 13.96% | 30.39%-16.4pp | 32.79%-18.8pp | 373.66%-359.7pp |
| Employer contribution / active EE | $1,536 | $3,912-60.7% | $2,976-48.4% | $4,754-67.7% |
| Participant deferral / active EE | $7,099 | $5,891+20.5% | $4,568+55.4% | $6,712+5.8% |
| Admin fee / account holder | $117 | $8,928-98.7% | $6,427-98.2% | $11,409-99.0% |