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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 | $19,739 | $105,856-81.4% | $90,161-78.1% | $147,586-86.6% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 17.51% | 37.63%-20.1pp | 34.89%-17.4pp | 578.59%-561.1pp |
| Employer contribution / active EE | $2,143 | $4,126-48.1% | $3,318-35.4% | $4,876-56.1% |
| Participant deferral / active EE | $4,874 | $5,733-15.0% | $5,287-7.8% | $5,439-10.4% |
| Admin fee / account holder | $90 | $8,046-98.9% | $5,943-98.5% | $10,886-99.2% |