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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 | $34,837 | $111,535-68.8% | $105,223-66.9% | $137,256-74.6% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 20.38% | 237.85%-217.5pp | 180.65%-160.3pp | 220.34%-200.0pp |
| Employer contribution / active EE | $3,445 | $3,939-12.5% | $3,689-6.6% | $4,156-17.1% |
| Participant deferral / active EE | $9,063 | $5,500+64.8% | $5,072+78.7% | $6,407+41.5% |
| Admin fee / account holder | $162 | $9,721-98.3% | $8,859-98.2% | $12,270-98.7% |