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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 | $27,560 | $85,766-67.9% | $136,298-79.8% | $70,126-60.7% |
| Participation rate | 98.6% | 74.2%+24.4pp | 81.9%+16.6pp | 69.5%+29.0pp |
| Annual return | 16.47% | 31.46%-15.0pp | 5156.27%-5139.8pp | 73.15%-56.7pp |
| Employer contribution / active EE | $2,076 | $2,966-30.0% | $4,696-55.8% | $2,343-11.4% |
| Participant deferral / active EE | $4,484 | $5,051-11.2% | $6,247-28.2% | $3,332+34.6% |
| Admin fee / account holder | $235 | $5,421-95.7% | $9,244-97.5% | $4,645-95.0% |