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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 | $20,309 | $91,037-77.7% | $71,671-71.7% | $147,586-86.2% |
| Participation rate | 87.5% | 76.1%+11.4pp | 68.7%+18.8pp | 82.8%+4.7pp |
| Annual return | 24.20% | 20.48%+3.7pp | 20.65%+3.6pp | 578.59%-554.4pp |
| Employer contribution / active EE | $1,703 | $3,327-48.8% | $2,460-30.8% | $4,876-65.1% |
| Participant deferral / active EE | $6,800 | $4,498+51.2% | $3,438+97.8% | $5,439+25.0% |
| Admin fee / account holder | $235 | $8,613-97.3% | $5,558-95.8% | $10,886-97.8% |