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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 | $33,683 | $211,224-84.1% | $178,505-81.1% | $145,897-76.9% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 23.16% | 30.28%-7.1pp | 27.16%-4.0pp | 552.29%-529.1pp |
| Employer contribution / active EE | $6,052 | $4,577+32.2% | $3,955+53.0% | $4,663+29.8% |
| Participant deferral / active EE | $16,283 | $6,966+133.8% | $6,280+159.3% | $6,689+143.4% |
| Admin fee / account holder | $146 | $12,109-98.8% | $10,428-98.6% | $13,390-98.9% |