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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 | $28,003 | $97,078-71.2% | $103,065-72.8% | $145,897-80.8% |
| Participation rate | 92.3% | 81.1%+11.2pp | 80.6%+11.8pp | 80.3%+12.0pp |
| Annual return | 13.93% | 25.49%-11.6pp | 23.95%-10.0pp | 552.29%-538.4pp |
| Employer contribution / active EE | $2,417 | $4,680-48.4% | $4,675-48.3% | $4,663-48.2% |
| Participant deferral / active EE | $5,446 | $6,601-17.5% | $6,625-17.8% | $6,689-18.6% |
| Admin fee / account holder | $13 | $12,505-99.9% | $9,349-99.9% | $13,390-99.9% |