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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 | $24,372 | $94,749-74.3% | $112,899-78.4% | $139,466-82.5% |
| Participation rate | 81.8% | 81.3%+0.5pp | 80.5%+1.3pp | 80.3%+1.5pp |
| Annual return | 31.33% | 40.92%-9.6pp | 34.11%-2.8pp | 373.66%-342.3pp |
| Employer contribution / active EE | $4,554 | $4,630-1.7% | $4,566-0.3% | $4,754-4.2% |
| Participant deferral / active EE | $5,521 | $6,517-15.3% | $6,516-15.3% | $6,712-17.8% |
| Admin fee / account holder | $37 | $8,530-99.6% | $7,047-99.5% | $11,409-99.7% |