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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 | $23,448 | $117,444-80.0% | $99,479-76.4% | $152,909-84.7% |
| Participation rate | 90.9% | 77.5%+13.4pp | 73.8%+17.1pp | 82.5%+8.5pp |
| Annual return | 23.61% | 31.87%-8.3pp | 30.72%-7.1pp | 345.46%-321.9pp |
| Employer contribution / active EE | $3,041 | $3,014+0.9% | $2,540+19.7% | $4,764-36.2% |
| Participant deferral / active EE | $4,607 | $4,086+12.7% | $3,619+27.3% | $5,851-21.3% |
| Admin fee / account holder | $227 | $7,635-97.0% | $6,253-96.4% | $11,601-98.0% |