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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 | $46,202 | $98,240-53.0% | $82,313-43.9% | $147,585-68.7% |
| Participation rate | 93.8% | 79.7%+14.0pp | 76.9%+16.9pp | 82.8%+10.9pp |
| Annual return | 22.07% | 30.85%-8.8pp | 25.88%-3.8pp | 578.58%-556.5pp |
| Employer contribution / active EE | $1,507 | $3,192-52.8% | $2,428-37.9% | $4,876-69.1% |
| Participant deferral / active EE | $2,714 | $4,383-38.1% | $3,706-26.8% | $5,439-50.1% |
| Admin fee / account holder | $47 | $8,563-99.5% | $5,608-99.2% | $10,886-99.6% |