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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 | $38,966 | $162,821-76.1% | $133,978-70.9% | $158,982-75.5% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 11.02% | 41.95%-30.9pp | 45.10%-34.1pp | 302.99%-292.0pp |
| Employer contribution / active EE | $3,443 | $4,976-30.8% | $3,919-12.1% | $4,763-27.7% |
| Participant deferral / active EE | $5,088 | $5,910-13.9% | $5,047+0.8% | $5,983-15.0% |
| Admin fee / account holder | $236 | $11,742-98.0% | $8,930-97.4% | $11,252-97.9% |