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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 | $16,315 | $73,107-77.7% | $114,563-85.8% | $87,485-81.4% |
| Participation rate | 75.0% | 65.8%+9.2pp | 72.9%+2.1pp | 68.9%+6.1pp |
| Annual return | 22.00% | 19.47%+2.5pp | 241.09%-219.1pp | 26.06%-4.1pp |
| Employer contribution / active EE | $1,198 | $1,881-36.3% | $2,592-53.8% | $2,596-53.9% |
| Participant deferral / active EE | $1,419 | $3,144-54.9% | $4,142-65.7% | $4,274-66.8% |
| Admin fee / account holder | $182 | $5,770-96.8% | $7,623-97.6% | $7,775-97.7% |