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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 | $36,562 | $124,330-70.6% | $109,173-66.5% | $167,536-78.2% |
| Participation rate | 94.4% | 79.5%+15.0pp | 75.9%+18.6pp | 82.1%+12.3pp |
| Annual return | 15.93% | 26.04%-10.1pp | 25.75%-9.8pp | 478.82%-462.9pp |
| Employer contribution / active EE | $2,435 | $4,209-42.2% | $3,723-34.6% | $4,839-49.7% |
| Participant deferral / active EE | $4,697 | $5,256-10.6% | $4,654+0.9% | $6,342-25.9% |
| Admin fee / account holder | $294 | $7,974-96.3% | $6,755-95.7% | $12,315-97.6% |