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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 | $117,829-82.6% | $102,423-80.0% | $145,877-85.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 11.86% | 31.83%-20.0pp | 29.42%-17.6pp | 551.28%-539.4pp |
| Employer contribution / active EE | $2,083 | $3,615-42.4% | $3,023-31.1% | $4,663-55.3% |
| Participant deferral / active EE | $3,846 | $5,732-32.9% | $5,054-23.9% | $6,691-42.5% |
| Admin fee / account holder | $113 | $13,335-99.2% | $9,455-98.8% | $13,402-99.2% |