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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 | $44,840 | $118,496-62.2% | $98,461-54.5% | $139,466-67.8% |
| Participation rate | 85.7% | 77.5%+8.3pp | 75.2%+10.5pp | 80.3%+5.4pp |
| Annual return | 27.50% | 18.96%+8.5pp | 21.17%+6.3pp | 373.66%-346.2pp |
| Employer contribution / active EE | $1,514 | $3,611-58.1% | $3,049-50.3% | $4,754-68.2% |
| Participant deferral / active EE | $6,213 | $5,393+15.2% | $4,738+31.1% | $6,712-7.4% |
| Admin fee / account holder | $267 | $14,056-98.1% | $8,961-97.0% | $11,409-97.7% |