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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 | $32,541 | $118,877-72.6% | $96,570-66.3% | $167,536-80.6% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 20.00% | 50.50%-30.5pp | 37.79%-17.8pp | 478.82%-458.8pp |
| Employer contribution / active EE | $1,468 | $3,121-53.0% | $2,357-37.7% | $4,839-69.7% |
| Participant deferral / active EE | $10,647 | $4,617+130.6% | $3,849+176.6% | $6,342+67.9% |
| Admin fee / account holder | $92 | $8,069-98.9% | $6,182-98.5% | $12,315-99.3% |