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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 | $16,560 | $106,236-84.4% | $96,496-82.8% | $139,427-88.1% |
| Participation rate | 84.6% | 77.8%+6.8pp | 74.3%+10.3pp | 80.3%+4.3pp |
| Annual return | 21.15% | 38.43%-17.3pp | 35.70%-14.6pp | 373.27%-352.1pp |
| Employer contribution / active EE | $1,301 | $4,104-68.3% | $3,738-65.2% | $4,752-72.6% |
| Participant deferral / active EE | $4,402 | $5,455-19.3% | $4,879-9.8% | $6,711-34.4% |
| Admin fee / account holder | $104 | $7,879-98.7% | $6,731-98.4% | $11,404-99.1% |