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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 | $21,051 | $100,901-79.1% | $75,501-72.1% | $147,586-85.7% |
| Participation rate | 79.2% | 77.1%+2.0pp | 72.4%+6.8pp | 82.8%-3.7pp |
| Annual return | 18.02% | 35.78%-17.8pp | 27.35%-9.3pp | 578.59%-560.6pp |
| Employer contribution / active EE | $1,961 | $3,253-39.7% | $2,352-16.6% | $4,876-59.8% |
| Participant deferral / active EE | $3,138 | $4,027-22.1% | $3,142-0.1% | $5,439-42.3% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |