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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 | $18,253 | $105,856-82.8% | $90,161-79.8% | $147,586-87.6% |
| Participation rate | 84.2% | 79.7%+4.5pp | 76.9%+7.3pp | 82.8%+1.4pp |
| Annual return | 15.97% | 37.63%-21.7pp | 34.89%-18.9pp | 578.59%-562.6pp |
| Employer contribution / active EE | $1,337 | $4,126-67.6% | $3,318-59.7% | $4,876-72.6% |
| Participant deferral / active EE | $5,384 | $5,733-6.1% | $5,287+1.8% | $5,439-1.0% |
| Admin fee / account holder | $56 | $8,046-99.3% | $5,943-99.1% | $10,886-99.5% |