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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 | $29,887 | $106,280-71.9% | $96,538-69.0% | $139,487-78.6% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 44.64% | 38.48%+6.2pp | 35.74%+8.9pp | 373.84%-329.2pp |
| Employer contribution / active EE | $2,027 | $4,107-50.6% | $3,740-45.8% | $4,755-57.4% |
| Participant deferral / active EE | $8,639 | $5,457+58.3% | $4,880+77.0% | $6,713+28.7% |
| Admin fee / account holder | $88 | $7,888-98.9% | $6,737-98.7% | $11,407-99.2% |