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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 | $34,187 | $91,198-62.5% | $178,503-80.8% | $79,856-57.2% |
| Participation rate | 73.7% | 69.2%+4.5pp | 81.9%-8.2pp | 69.6%+4.0pp |
| Annual return | 19.44% | 24.20%-4.8pp | 151.12%-131.7pp | 31.71%-12.3pp |
| Employer contribution / active EE | $1,165 | $3,257-64.2% | $5,011-76.8% | $2,471-52.9% |
| Participant deferral / active EE | $3,872 | $3,237+19.6% | $5,202-25.6% | $3,741+3.5% |
| Admin fee / account holder | $253 | $6,748-96.2% | $13,987-98.2% | $5,306-95.2% |