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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 | $31,782 | $106,267-70.1% | $96,520-67.1% | $139,456-77.2% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.3%+2.6pp | 80.3%-3.4pp |
| Annual return | 19.13% | 38.45%-19.3pp | 35.72%-16.6pp | 373.45%-354.3pp |
| Employer contribution / active EE | $2,050 | $4,105-50.1% | $3,739-45.2% | $4,753-56.9% |
| Participant deferral / active EE | $3,598 | $5,454-34.0% | $4,879-26.3% | $6,711-46.4% |
| Admin fee / account holder | $199 | $7,882-97.5% | $6,733-97.0% | $11,407-98.3% |