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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 | $30,455 | $51,606-41.0% | $129,339-76.5% | $80,911-62.4% |
| Participation rate | 92.3% | 57.0%+35.3pp | 69.6%+22.7pp | 67.6%+24.7pp |
| Annual return | 15.12% | 20.76%-5.6pp | 9437.05%-9421.9pp | 35.63%-20.5pp |
| Employer contribution / active EE | $1,474 | $1,582-6.8% | $4,154-64.5% | $2,756-46.5% |
| Participant deferral / active EE | $3,469 | $2,669+30.0% | $4,170-16.8% | $4,297-19.3% |
| Admin fee / account holder | $291 | $4,310-93.2% | $7,668-96.2% | $6,935-95.8% |