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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 | $26,126 | $98,776-73.6% | $149,745-82.6% | $79,856-67.3% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.5%+14.2pp | 69.6%+27.0pp |
| Annual return | 23.59% | 27.38%-3.8pp | 276.72%-253.1pp | 31.71%-8.1pp |
| Employer contribution / active EE | $2,839 | $3,217-11.8% | $4,646-38.9% | $2,471+14.9% |
| Participant deferral / active EE | $3,927 | $5,681-30.9% | $6,843-42.6% | $3,741+5.0% |
| Admin fee / account holder | $126 | $6,053-97.9% | $9,312-98.6% | $5,306-97.6% |