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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 | $32,142 | $98,240-67.3% | $82,312-61.0% | $147,586-78.2% |
| Participation rate | 77.8% | 79.7%-1.9pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 21.86% | 30.85%-9.0pp | 25.88%-4.0pp | 578.59%-556.7pp |
| Employer contribution / active EE | $1,871 | $3,192-41.4% | $2,428-23.0% | $4,876-61.6% |
| Participant deferral / active EE | $4,942 | $4,383+12.7% | $3,706+33.3% | $5,439-9.1% |
| Admin fee / account holder | $32 | $8,563-99.6% | $5,608-99.4% | $10,886-99.7% |