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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 | $97,125-66.7% | $86,233-62.5% | $137,256-76.4% |
| Participation rate | 92.9% | 74.2%+18.7pp | 69.0%+23.8pp | 80.0%+12.9pp |
| Annual return | 18.68% | 74.19%-55.5pp | 61.39%-42.7pp | 220.34%-201.7pp |
| Employer contribution / active EE | $3,299 | $2,841+16.1% | $2,504+31.7% | $4,156-20.6% |
| Participant deferral / active EE | $4,489 | $5,180-13.3% | $4,559-1.5% | $6,407-29.9% |
| Admin fee / account holder | $266 | $9,725-97.3% | $8,342-96.8% | $12,270-97.8% |