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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 | $17,420 | $53,127-67.2% | $86,597-79.9% | $70,131-75.2% |
| Participation rate | 70.4% | 65.3%+5.1pp | 73.5%-3.1pp | 69.5%+0.9pp |
| Annual return | 18.26% | 27.66%-9.4pp | 964.96%-946.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $945 | $2,068-54.3% | $2,840-66.7% | $2,342-59.7% |
| Participant deferral / active EE | $2,136 | $2,696-20.8% | $3,609-40.8% | $3,332-35.9% |
| Admin fee / account holder | $182 | $3,585-94.9% | $4,906-96.3% | $4,645-96.1% |