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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 | $37,417 | $117,829-68.2% | $102,423-63.5% | $145,877-74.4% |
| Participation rate | 93.8% | 78.6%+15.1pp | 76.5%+17.2pp | 80.3%+13.4pp |
| Annual return | 11.86% | 31.83%-20.0pp | 29.42%-17.6pp | 551.28%-539.4pp |
| Employer contribution / active EE | $7,040 | $3,615+94.8% | $3,023+132.9% | $4,663+51.0% |
| Participant deferral / active EE | $4,969 | $5,732-13.3% | $5,054-1.7% | $6,691-25.7% |
| Admin fee / account holder | $20 | $13,335-99.9% | $9,455-99.8% | $13,402-99.9% |