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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 | $36,360 | $115,225-68.4% | $100,712-63.9% | $138,895-73.8% |
| Participation rate | 75.0% | 74.3%+0.7pp | 69.3%+5.7pp | 79.9%-4.9pp |
| Annual return | 16.15% | 40.35%-24.2pp | 33.27%-17.1pp | 145.39%-129.2pp |
| Employer contribution / active EE | $1,820 | $2,771-34.3% | $2,313-21.3% | $4,194-56.6% |
| Participant deferral / active EE | $8,220 | $4,699+74.9% | $4,085+101.2% | $6,396+28.5% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |