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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 | $29,832 | $78,707-62.1% | $117,861-74.7% | $70,126-57.5% |
| Participation rate | 76.9% | 73.2%+3.7pp | 79.7%-2.7pp | 69.5%+7.4pp |
| Annual return | 21.05% | 23.30%-2.3pp | 335.11%-314.1pp | 73.15%-52.1pp |
| Employer contribution / active EE | $2,408 | $2,223+8.3% | $3,786-36.4% | $2,343+2.8% |
| Participant deferral / active EE | $4,143 | $3,297+25.7% | $4,482-7.6% | $3,332+24.4% |
| Admin fee / account holder | $164 | $5,066-96.8% | $8,021-98.0% | $4,645-96.5% |