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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 | $42,045 | $117,846-64.3% | $102,434-59.0% | $145,884-71.2% |
| Participation rate | 86.4% | 78.6%+7.7pp | 76.5%+9.9pp | 80.3%+6.1pp |
| Annual return | 14.52% | 31.90%-17.4pp | 29.46%-14.9pp | 551.85%-537.3pp |
| Employer contribution / active EE | $2,222 | $3,615-38.5% | $3,023-26.5% | $4,662-52.3% |
| Participant deferral / active EE | $3,405 | $5,733-40.6% | $5,055-32.6% | $6,690-49.1% |
| Admin fee / account holder | $187 | $13,356-98.6% | $9,462-98.0% | $13,392-98.6% |