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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 | $97,751-71.4% | $103,447-72.9% | $145,877-80.8% |
| Participation rate | 92.3% | 81.1%+11.2pp | 80.5%+11.8pp | 80.3%+12.0pp |
| Annual return | 13.93% | 25.43%-11.5pp | 23.92%-10.0pp | 551.28%-537.4pp |
| Employer contribution / active EE | $2,417 | $4,684-48.4% | $4,678-48.3% | $4,663-48.2% |
| Participant deferral / active EE | $5,446 | $6,603-17.5% | $6,624-17.8% | $6,691-18.6% |
| Admin fee / account holder | $13 | $12,515-99.9% | $9,415-99.9% | $13,402-99.9% |