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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 | $8,250 | $69,274-88.1% | $64,097-87.1% | $139,487-94.1% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 43.85% | 46.00%-2.1pp | 33.75%+10.1pp | 373.84%-330.0pp |
| Employer contribution / active EE | $2,297 | $3,187-27.9% | $2,750-16.5% | $4,755-51.7% |
| Participant deferral / active EE | $3,889 | $4,685-17.0% | $3,881+0.2% | $6,713-42.1% |
| Admin fee / account holder | $4 | $4,247-99.9% | $3,070-99.9% | $11,407-100.0% |