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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 | $111,814-65.7% | $103,374-62.9% | $145,959-73.7% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-7.0pp |
| Annual return | 11.82% | 24.77%-12.9pp | 24.89%-13.1pp | 561.95%-550.1pp |
| Employer contribution / active EE | $3,373 | $4,214-20.0% | $3,869-12.8% | $4,661-27.6% |
| Participant deferral / active EE | $4,462 | $5,618-20.6% | $5,058-11.8% | $6,689-33.3% |
| Admin fee / account holder | $146 | $9,754-98.5% | $8,394-98.3% | $13,398-98.9% |