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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 | $37,860 | $98,776-61.7% | $149,745-74.7% | $79,856-52.6% |
| Participation rate | 82.1% | 75.8%+6.3pp | 82.5%-0.4pp | 69.6%+12.4pp |
| Annual return | 19.48% | 27.38%-7.9pp | 276.72%-257.2pp | 31.71%-12.2pp |
| Employer contribution / active EE | $2,438 | $3,217-24.2% | $4,646-47.5% | $2,471-1.3% |
| Participant deferral / active EE | $5,304 | $5,681-6.6% | $6,843-22.5% | $3,741+41.8% |
| Admin fee / account holder | $21 | $6,053-99.7% | $9,312-99.8% | $5,306-99.6% |