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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 | $22,760 | $93,598-75.7% | $135,974-83.3% | $75,173-69.7% |
| Participation rate | 91.1% | 75.2%+15.9pp | 81.9%+9.2pp | 67.2%+23.9pp |
| Annual return | 41.31% | 30.89%+10.4pp | 68.30%-27.0pp | 160.72%-119.4pp |
| Employer contribution / active EE | $1,801 | $3,538-49.1% | $4,859-62.9% | $2,671-32.6% |
| Participant deferral / active EE | $4,550 | $6,405-29.0% | $7,760-41.4% | $4,126+10.3% |
| Admin fee / account holder | $235 | $6,978-96.6% | $10,767-97.8% | $5,651-95.8% |