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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 | $41,077 | $98,776-58.4% | $149,745-72.6% | $79,856-48.6% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.6%+10.4pp |
| Annual return | 20.67% | 27.38%-6.7pp | 276.72%-256.1pp | 31.71%-11.0pp |
| Employer contribution / active EE | $2,798 | $3,217-13.0% | $4,646-39.8% | $2,471+13.2% |
| Participant deferral / active EE | $4,826 | $5,681-15.1% | $6,843-29.5% | $3,741+29.0% |
| Admin fee / account holder | $272 | $6,053-95.5% | $9,312-97.1% | $5,306-94.9% |