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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 | $39,647 | $111,830-64.5% | $93,696-57.7% | $145,884-72.8% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 13.78% | 204.08%-190.3pp | 133.74%-120.0pp | 551.85%-538.1pp |
| Employer contribution / active EE | $2,091 | $3,093-32.4% | $2,422-13.7% | $4,662-55.1% |
| Participant deferral / active EE | $11,904 | $4,920+141.9% | $4,417+169.5% | $6,690+77.9% |
| Admin fee / account holder | $153 | $10,249-98.5% | $8,287-98.2% | $13,392-98.9% |