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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 | $39,844 | $110,410-63.9% | $102,437-61.1% | $145,897-72.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 14.41% | 24.85%-10.4pp | 24.95%-10.5pp | 552.29%-537.9pp |
| Employer contribution / active EE | $2,815 | $4,217-33.3% | $3,871-27.3% | $4,663-39.6% |
| Participant deferral / active EE | $3,518 | $5,622-37.4% | $5,060-30.5% | $6,689-47.4% |
| Admin fee / account holder | $287 | $9,745-97.1% | $8,388-96.6% | $13,390-97.9% |