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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 | $25,872 | $103,008-74.9% | $90,304-71.4% | $152,897-83.1% |
| Participation rate | 86.7% | 75.9%+10.8pp | 73.3%+13.4pp | 82.5%+4.2pp |
| Annual return | 17.02% | 95.22%-78.2pp | 78.13%-61.1pp | 345.43%-328.4pp |
| Employer contribution / active EE | $2,795 | $3,139-11.0% | $2,855-2.1% | $4,764-41.3% |
| Participant deferral / active EE | $2,311 | $4,281-46.0% | $3,885-40.5% | $5,851-60.5% |
| Admin fee / account holder | $38 | $6,175-99.4% | $5,354-99.3% | $11,599-99.7% |