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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 | $17,429 | $100,901-82.7% | $75,501-76.9% | $147,585-88.2% |
| Participation rate | 72.2% | 77.1%-4.9pp | 72.4%-0.1pp | 82.8%-10.6pp |
| Annual return | 22.75% | 35.78%-13.0pp | 27.35%-4.6pp | 578.58%-555.8pp |
| Employer contribution / active EE | $1,653 | $3,253-49.2% | $2,352-29.7% | $4,876-66.1% |
| Participant deferral / active EE | $3,254 | $4,027-19.2% | $3,142+3.6% | $5,439-40.2% |
| Admin fee / account holder | $10 | $11,285-99.9% | $5,801-99.8% | $10,886-99.9% |