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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 | $40,317 | $115,917-65.2% | $100,535-59.9% | $158,982-74.6% |
| Participation rate | 83.3% | 81.6%+1.7pp | 79.4%+3.9pp | 82.0%+1.4pp |
| Annual return | 16.70% | 34.80%-18.1pp | 30.90%-14.2pp | 302.99%-286.3pp |
| Employer contribution / active EE | $1,987 | $4,105-51.6% | $3,419-41.9% | $4,763-58.3% |
| Participant deferral / active EE | $3,763 | $6,677-43.6% | $6,271-40.0% | $5,983-37.1% |
| Admin fee / account holder | $56 | $11,002-99.5% | $8,085-99.3% | $11,252-99.5% |