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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 | $25,000 | $106,280-76.5% | $96,538-74.1% | $139,487-82.1% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.3%+2.6pp | 80.3%-3.4pp |
| Annual return | 17.82% | 38.48%-20.7pp | 35.74%-17.9pp | 373.84%-356.0pp |
| Employer contribution / active EE | $1,619 | $4,107-60.6% | $3,740-56.7% | $4,755-65.9% |
| Participant deferral / active EE | $3,753 | $5,457-31.2% | $4,880-23.1% | $6,713-44.1% |
| Admin fee / account holder | $177 | $7,888-97.8% | $6,737-97.4% | $11,407-98.4% |