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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 | $38,368 | $110,410-65.2% | $102,437-62.5% | $145,897-73.7% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-7.0pp |
| Annual return | 11.82% | 24.85%-13.0pp | 24.95%-13.1pp | 552.29%-540.5pp |
| Employer contribution / active EE | $3,373 | $4,217-20.0% | $3,871-12.9% | $4,663-27.7% |
| Participant deferral / active EE | $4,462 | $5,622-20.6% | $5,060-11.8% | $6,689-33.3% |
| Admin fee / account holder | $146 | $9,745-98.5% | $8,388-98.3% | $13,390-98.9% |