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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 | $41,831 | $201,370-79.2% | $184,256-77.3% | $145,897-71.3% |
| Participation rate | 95.2% | 87.5%+7.7pp | 86.8%+8.4pp | 80.3%+14.9pp |
| Annual return | 12.27% | 29.05%-16.8pp | 28.85%-16.6pp | 552.29%-540.0pp |
| Employer contribution / active EE | $2,443 | $7,024-65.2% | $6,427-62.0% | $4,663-47.6% |
| Participant deferral / active EE | $5,680 | $9,808-42.1% | $9,133-37.8% | $6,689-15.1% |
| Admin fee / account holder | $35 | $16,364-99.8% | $13,899-99.7% | $13,390-99.7% |