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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 | $26,669 | $103,392-74.2% | $87,104-69.4% | $152,897-82.6% |
| Participation rate | 94.7% | 79.4%+15.4pp | 76.9%+17.9pp | 82.5%+12.3pp |
| Annual return | 22.02% | 28.10%-6.1pp | 28.19%-6.2pp | 345.43%-323.4pp |
| Employer contribution / active EE | $2,049 | $3,221-36.4% | $2,521-18.7% | $4,764-57.0% |
| Participant deferral / active EE | $3,536 | $4,778-26.0% | $4,048-12.6% | $5,851-39.6% |
| Admin fee / account holder | $177 | $12,194-98.6% | $7,491-97.6% | $11,599-98.5% |