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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 | $28,407 | $108,212-73.7% | $77,513-63.4% | $158,966-82.1% |
| Participation rate | 83.3% | 64.4%+18.9pp | 54.2%+29.1pp | 82.0%+1.4pp |
| Annual return | 11.61% | 31.67%-20.1pp | 54.81%-43.2pp | 302.95%-291.3pp |
| Employer contribution / active EE | $669 | $1,325-49.5% | $987-32.2% | $4,762-86.0% |
| Participant deferral / active EE | $4,982 | $2,455+102.9% | $1,861+167.7% | $5,983-16.7% |
| Admin fee / account holder | $53 | $3,709-98.6% | $2,859-98.1% | $11,250-99.5% |