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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 | $20,519 | $117,895-82.6% | $102,460-80.0% | $145,897-85.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 11.86% | 31.92%-20.1pp | 29.47%-17.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $2,083 | $3,619-42.4% | $3,025-31.1% | $4,663-55.3% |
| Participant deferral / active EE | $3,846 | $5,736-33.0% | $5,056-23.9% | $6,689-42.5% |
| Admin fee / account holder | $113 | $13,353-99.2% | $9,460-98.8% | $13,390-99.2% |