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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 | $35,431 | $211,288-83.2% | $178,540-80.2% | $145,884-75.7% |
| Participation rate | 70.8% | 80.8%-10.0pp | 77.1%-6.3pp | 80.3%-9.5pp |
| Annual return | 8.84% | 30.27%-21.4pp | 27.15%-18.3pp | 551.85%-543.0pp |
| Employer contribution / active EE | $1,065 | $4,574-76.7% | $3,953-73.1% | $4,662-77.2% |
| Participant deferral / active EE | $3,440 | $6,967-50.6% | $6,281-45.2% | $6,690-48.6% |
| Admin fee / account holder | $239 | $12,105-98.0% | $10,424-97.7% | $13,392-98.2% |