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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 | $22,877 | $84,236-72.8% | $170,435-86.6% | $70,126-67.4% |
| Participation rate | 73.7% | 70.8%+2.9pp | 83.6%-9.9pp | 69.5%+4.1pp |
| Annual return | 22.86% | 23.06%-0.2pp | 205.94%-183.1pp | 73.15%-50.3pp |
| Employer contribution / active EE | $1,700 | $3,387-49.8% | $5,432-68.7% | $2,343-27.4% |
| Participant deferral / active EE | $3,152 | $3,086+2.1% | $4,939-36.2% | $3,332-5.4% |
| Admin fee / account holder | $8 | $5,698-99.9% | $13,881-99.9% | $4,645-99.8% |