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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 | $31,017 | $201,344-84.6% | $184,243-83.2% | $145,877-78.7% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 30.21% | 29.01%+1.2pp | 28.82%+1.4pp | 551.28%-521.1pp |
| Employer contribution / active EE | $2,495 | $7,022-64.5% | $6,427-61.2% | $4,663-46.5% |
| Participant deferral / active EE | $6,466 | $9,807-34.1% | $9,132-29.2% | $6,691-3.4% |
| Admin fee / account holder | $76 | $16,382-99.5% | $13,914-99.5% | $13,402-99.4% |