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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 | $129,737-73.1% | $119,126-70.8% | $154,746-77.5% |
| Participation rate | 77.8% | 78.9%-1.1pp | 75.8%+2.0pp | 80.7%-2.9pp |
| Annual return | 20.38% | 379.08%-358.7pp | 282.11%-261.7pp | 172.34%-152.0pp |
| Employer contribution / active EE | $3,445 | $4,375-21.2% | $4,034-14.6% | $4,379-21.3% |
| Participant deferral / active EE | $9,063 | $5,842+55.1% | $5,318+70.4% | $6,730+34.7% |
| Admin fee / account holder | $162 | $11,961-98.6% | $10,693-98.5% | $14,365-98.9% |