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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 | $24,649 | $48,053-48.7% | $84,628-70.9% | $72,975-66.2% |
| Participation rate | 76.9% | 57.6%+19.3pp | 68.2%+8.7pp | 69.5%+7.4pp |
| Annual return | 26.28% | 37.39%-11.1pp | 258.80%-232.5pp | 81.01%-54.7pp |
| Employer contribution / active EE | $1,683 | $1,602+5.1% | $2,653-36.6% | $2,440-31.0% |
| Participant deferral / active EE | $3,685 | $2,681+37.5% | $3,900-5.5% | $3,608+2.2% |
| Admin fee / account holder | $202 | $3,395-94.0% | $4,914-95.9% | $5,124-96.1% |