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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 | $28,349 | $99,652-71.6% | $78,778-64.0% | $147,585-80.8% |
| Participation rate | 71.4% | 76.2%-4.8pp | 69.2%+2.2pp | 82.8%-11.4pp |
| Annual return | 23.05% | 47.28%-24.2pp | 35.62%-12.6pp | 578.58%-555.5pp |
| Employer contribution / active EE | $1,615 | $2,796-42.2% | $1,986-18.7% | $4,876-66.9% |
| Participant deferral / active EE | $5,346 | $3,664+45.9% | $2,958+80.7% | $5,439-1.7% |
| Admin fee / account holder | $236 | $7,155-96.7% | $5,134-95.4% | $10,886-97.8% |