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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 | $39,561 | $211,288-81.3% | $178,540-77.8% | $145,884-72.9% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 12.58% | 30.27%-17.7pp | 27.15%-14.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $2,540 | $4,574-44.5% | $3,953-35.7% | $4,662-45.5% |
| Participant deferral / active EE | $3,387 | $6,967-51.4% | $6,281-46.1% | $6,690-49.4% |
| Admin fee / account holder | $170 | $12,105-98.6% | $10,424-98.4% | $13,392-98.7% |