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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 | $110,410-69.3% | $102,437-66.9% | $145,897-76.8% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 13.34% | 24.85%-11.5pp | 24.95%-11.6pp | 552.29%-539.0pp |
| Employer contribution / active EE | $2,354 | $4,217-44.2% | $3,871-39.2% | $4,663-49.5% |
| Participant deferral / active EE | $5,437 | $5,622-3.3% | $5,060+7.4% | $6,689-18.7% |
| Admin fee / account holder | $2 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |