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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 | $34,500 | $117,846-70.7% | $102,434-66.3% | $145,884-76.4% |
| Participation rate | 82.4% | 78.6%+3.7pp | 76.5%+5.8pp | 80.3%+2.1pp |
| Annual return | 18.82% | 31.90%-13.1pp | 29.46%-10.6pp | 551.85%-533.0pp |
| Employer contribution / active EE | $2,020 | $3,615-44.1% | $3,023-33.2% | $4,662-56.7% |
| Participant deferral / active EE | $2,969 | $5,733-48.2% | $5,055-41.3% | $6,690-55.6% |
| Admin fee / account holder | $291 | $13,356-97.8% | $9,462-96.9% | $13,392-97.8% |