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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 | $18,589 | $100,139-81.4% | $85,187-78.2% | $145,884-87.3% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 15.94% | 84.15%-68.2pp | 66.67%-50.7pp | 551.85%-535.9pp |
| Employer contribution / active EE | $1,696 | $3,238-47.6% | $2,732-37.9% | $4,662-63.6% |
| Participant deferral / active EE | $2,420 | $5,296-54.3% | $4,525-46.5% | $6,690-63.8% |
| Admin fee / account holder | $38 | $7,262-99.5% | $6,162-99.4% | $13,392-99.7% |