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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 | $46,423 | $110,410-58.0% | $102,437-54.7% | $145,897-68.2% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 18.46% | 24.85%-6.4pp | 24.95%-6.5pp | 552.29%-533.8pp |
| Employer contribution / active EE | $2,101 | $4,217-50.2% | $3,871-45.7% | $4,663-54.9% |
| Participant deferral / active EE | $8,346 | $5,622+48.5% | $5,060+64.9% | $6,689+24.8% |
| Admin fee / account holder | $19 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |