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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 | $21,353 | $110,379-80.7% | $102,412-79.2% | $145,884-85.4% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 16.67% | 24.84%-8.2pp | 24.94%-8.3pp | 551.85%-535.2pp |
| Employer contribution / active EE | $1,615 | $4,216-61.7% | $3,870-58.3% | $4,662-65.4% |
| Participant deferral / active EE | $4,439 | $5,622-21.0% | $5,060-12.3% | $6,690-33.6% |
| Admin fee / account holder | $184 | $9,745-98.1% | $8,388-97.8% | $13,392-98.6% |