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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 | $201,259-79.2% | $184,200-77.3% | $145,959-71.3% |
| Participation rate | 95.2% | 87.5%+7.7pp | 86.8%+8.4pp | 80.3%+15.0pp |
| Annual return | 12.27% | 28.98%-16.7pp | 28.80%-16.5pp | 561.95%-549.7pp |
| Employer contribution / active EE | $2,443 | $7,018-65.2% | $6,424-62.0% | $4,661-47.6% |
| Participant deferral / active EE | $5,680 | $9,806-42.1% | $9,132-37.8% | $6,689-15.1% |
| Admin fee / account holder | $35 | $16,372-99.8% | $13,907-99.7% | $13,398-99.7% |