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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 | $33,889 | $111,814-69.7% | $103,374-67.2% | $145,959-76.8% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 13.34% | 24.77%-11.4pp | 24.89%-11.5pp | 561.95%-548.6pp |
| Employer contribution / active EE | $2,354 | $4,214-44.1% | $3,869-39.2% | $4,661-49.5% |
| Participant deferral / active EE | $5,437 | $5,618-3.2% | $5,058+7.5% | $6,689-18.7% |
| Admin fee / account holder | $2 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |