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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 | $18,459 | $106,247-82.6% | $96,515-80.9% | $139,466-86.8% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 13.42% | 38.47%-25.1pp | 35.73%-22.3pp | 373.66%-360.2pp |
| Employer contribution / active EE | $1,494 | $4,106-63.6% | $3,740-60.0% | $4,754-68.6% |
| Participant deferral / active EE | $3,966 | $5,456-27.3% | $4,880-18.7% | $6,712-40.9% |
| Admin fee / account holder | $4 | $7,885-99.9% | $6,735-99.9% | $11,409-100.0% |