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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 | $38,370 | $106,280-63.9% | $96,538-60.3% | $139,487-72.5% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 21.34% | 38.48%-17.1pp | 35.74%-14.4pp | 373.84%-352.5pp |
| Employer contribution / active EE | $2,492 | $4,107-39.3% | $3,740-33.4% | $4,755-47.6% |
| Participant deferral / active EE | $4,832 | $5,457-11.5% | $4,880-1.0% | $6,713-28.0% |
| Admin fee / account holder | $137 | $7,888-98.3% | $6,737-98.0% | $11,407-98.8% |