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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 | $17,512 | $83,826-79.1% | - | $147,585-88.1% |
| Participation rate | 87.5% | 69.4%+18.1pp | - | 82.8%+4.7pp |
| Annual return | 29.22% | 26.57%+2.6pp | - | 578.58%-549.4pp |
| Employer contribution / active EE | $2,985 | $3,042-1.9% | - | $4,876-38.8% |
| Participant deferral / active EE | $4,054 | $3,987+1.7% | - | $5,439-25.5% |
| Admin fee / account holder | $0 | $6,071-100.0% | - | $10,886-100.0% |