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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 | $37,390 | $103,393-63.8% | $87,103-57.1% | $152,909-75.5% |
| Participation rate | 85.7% | 79.4%+6.4pp | 76.9%+8.8pp | 82.5%+3.3pp |
| Annual return | 23.58% | 28.10%-4.5pp | 28.19%-4.6pp | 345.46%-321.9pp |
| Employer contribution / active EE | $2,075 | $3,221-35.6% | $2,521-17.7% | $4,764-56.4% |
| Participant deferral / active EE | $5,344 | $4,778+11.8% | $4,049+32.0% | $5,851-8.7% |
| Admin fee / account holder | $145 | $12,195-98.8% | $7,491-98.1% | $11,601-98.8% |