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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 | $36,064 | $111,814-67.7% | $103,378-65.1% | $145,978-75.3% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 15.55% | 24.80%-9.3pp | 24.91%-9.4pp | 550.52%-535.0pp |
| Employer contribution / active EE | $2,063 | $4,215-51.1% | $3,870-46.7% | $4,662-55.8% |
| Participant deferral / active EE | $3,552 | $5,618-36.8% | $5,058-29.8% | $6,690-46.9% |
| Admin fee / account holder | $286 | $9,764-97.1% | $8,401-96.6% | $13,400-97.9% |