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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 | $25,094 | $124,330-79.8% | $109,173-77.0% | $167,536-85.0% |
| Participation rate | 83.3% | 79.5%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 22.17% | 26.04%-3.9pp | 25.75%-3.6pp | 478.82%-456.7pp |
| Employer contribution / active EE | $2,615 | $4,209-37.9% | $3,723-29.7% | $4,839-46.0% |
| Participant deferral / active EE | $7,252 | $5,256+38.0% | $4,654+55.8% | $6,342+14.3% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |