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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 | $37,785 | $117,895-68.0% | $102,460-63.1% | $145,897-74.1% |
| Participation rate | 85.0% | 78.6%+6.4pp | 76.5%+8.5pp | 80.3%+4.7pp |
| Annual return | 17.83% | 31.92%-14.1pp | 29.47%-11.6pp | 552.29%-534.5pp |
| Employer contribution / active EE | $1,630 | $3,619-55.0% | $3,025-46.1% | $4,663-65.0% |
| Participant deferral / active EE | $3,893 | $5,736-32.1% | $5,056-23.0% | $6,689-41.8% |
| Admin fee / account holder | $161 | $13,353-98.8% | $9,460-98.3% | $13,390-98.8% |