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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 | $37,429 | $98,776-62.1% | $149,745-75.0% | $79,856-53.1% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.5%-11.1pp | 69.6%+1.8pp |
| Annual return | 30.11% | 27.38%+2.7pp | 276.72%-246.6pp | 31.71%-1.6pp |
| Employer contribution / active EE | $2,288 | $3,217-28.9% | $4,646-50.8% | $2,471-7.4% |
| Participant deferral / active EE | $4,866 | $5,681-14.3% | $6,843-28.9% | $3,741+30.1% |
| Admin fee / account holder | $166 | $6,053-97.3% | $9,312-98.2% | $5,306-96.9% |