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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 | $31,220 | $93,346-66.6% | $71,796-56.5% | $273,972-88.6% |
| Participation rate | 73.7% | 76.5%-2.8pp | 69.1%+4.6pp | 83.0%-9.3pp |
| Annual return | 8.03% | 130.39%-122.4pp | 78.04%-70.0pp | 41.46%-33.4pp |
| Employer contribution / active EE | $5,474 | $2,733+100.3% | $1,924+184.5% | $4,869+12.4% |
| Participant deferral / active EE | $3,959 | $3,475+13.9% | $2,794+41.7% | $5,287-25.1% |
| Admin fee / account holder | $236 | $6,571-96.4% | $4,815-95.1% | $10,133-97.7% |