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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 | $43,782 | $77,416-43.4% | $69,464-37.0% | $152,897-71.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 74.6%+8.7pp | 82.5%+0.9pp |
| Annual return | 24.71% | 39.08%-14.4pp | 28.98%-4.3pp | 345.43%-320.7pp |
| Employer contribution / active EE | $1,836 | $3,315-44.6% | $2,779-33.9% | $4,764-61.5% |
| Participant deferral / active EE | $8,165 | $4,413+85.0% | $3,536+130.9% | $5,851+39.5% |
| Admin fee / account holder | $292 | $6,208-95.3% | $3,840-92.4% | $11,599-97.5% |