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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 | $25,052 | $124,351-79.9% | $109,188-77.1% | $167,553-85.0% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 15.84% | 26.04%-10.2pp | 25.76%-9.9pp | 478.89%-463.1pp |
| Employer contribution / active EE | $2,255 | $4,210-46.4% | $3,723-39.4% | $4,840-53.4% |
| Participant deferral / active EE | $3,942 | $5,257-25.0% | $4,654-15.3% | $6,343-37.8% |
| Admin fee / account holder | $179 | $7,975-97.8% | $6,755-97.3% | $12,316-98.5% |