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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 | $32,330 | $99,053-67.4% | $88,179-63.3% | $138,895-76.7% |
| Participation rate | 92.9% | 74.2%+18.6pp | 69.1%+23.7pp | 79.9%+12.9pp |
| Annual return | 18.68% | 78.17%-59.5pp | 64.97%-46.3pp | 145.39%-126.7pp |
| Employer contribution / active EE | $3,299 | $2,882+14.5% | $2,549+29.4% | $4,194-21.3% |
| Participant deferral / active EE | $4,489 | $5,225-14.1% | $4,614-2.7% | $6,396-29.8% |
| Admin fee / account holder | $266 | $8,748-97.0% | $7,673-96.5% | $12,562-97.9% |