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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 | $37,648 | $104,650-64.0% | $83,854-55.1% | $155,188-75.7% |
| Participation rate | 87.5% | 65.1%+22.4pp | 59.1%+28.4pp | 80.8%+6.7pp |
| Annual return | 22.81% | 28.97%-6.2pp | 31.39%-8.6pp | 148.84%-126.0pp |
| Employer contribution / active EE | $4,338 | $1,196+262.6% | $1,017+326.5% | $4,248+2.1% |
| Participant deferral / active EE | $6,436 | $2,367+171.9% | $2,035+216.3% | $6,531-1.5% |
| Admin fee / account holder | $32 | $3,518-99.1% | $3,197-99.0% | $14,480-99.8% |