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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 | $21,539 | $92,219-76.6% | $76,767-71.9% | $135,380-84.1% |
| Participation rate | 84.6% | 79.8%+4.8pp | 77.0%+7.7pp | 82.6%+2.0pp |
| Annual return | 32.56% | 5.46%+27.1pp | 2.43%+30.1pp | 519.81%-487.2pp |
| Employer contribution / active EE | $3,889 | $3,216+20.9% | $2,485+56.5% | $4,779-18.6% |
| Participant deferral / active EE | $4,664 | $4,508+3.5% | $3,852+21.1% | $5,609-16.8% |
| Admin fee / account holder | $5 | $10,749-100.0% | $6,675-99.9% | $10,828-100.0% |