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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 | $30,619 | $103,387-70.4% | $87,102-64.8% | $152,885-80.0% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 17.36% | 28.10%-10.7pp | 28.19%-10.8pp | 345.39%-328.0pp |
| Employer contribution / active EE | $728 | $3,221-77.4% | $2,521-71.1% | $4,763-84.7% |
| Participant deferral / active EE | $3,279 | $4,778-31.4% | $4,048-19.0% | $5,851-44.0% |
| Admin fee / account holder | $14 | $12,193-99.9% | $7,491-99.8% | $11,598-99.9% |