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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 | $32,051 | $84,236-62.0% | $170,435-81.2% | $70,126-54.3% |
| Participation rate | 85.7% | 70.8%+14.9pp | 83.6%+2.1pp | 69.5%+16.2pp |
| Annual return | 15.65% | 23.06%-7.4pp | 205.94%-190.3pp | 73.15%-57.5pp |
| Employer contribution / active EE | $1,810 | $3,387-46.6% | $5,432-66.7% | $2,343-22.7% |
| Participant deferral / active EE | $3,377 | $3,086+9.4% | $4,939-31.6% | $3,332+1.4% |
| Admin fee / account holder | $169 | $5,698-97.0% | $13,881-98.8% | $4,645-96.4% |