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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 | $31,663 | $116,190-72.7% | $93,614-66.2% | $152,885-79.3% |
| Participation rate | 80.0% | 78.0%+2.0pp | 75.8%+4.2pp | 82.5%-2.5pp |
| Annual return | 33.16% | 35.96%-2.8pp | 32.76%+0.4pp | 345.39%-312.2pp |
| Employer contribution / active EE | $1,523 | $3,219-52.7% | $2,718-44.0% | $4,763-68.0% |
| Participant deferral / active EE | $8,960 | $4,604+94.6% | $4,069+120.2% | $5,851+53.1% |
| Admin fee / account holder | $191 | $10,749-98.2% | $7,889-97.6% | $11,598-98.4% |