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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 | $29,754 | $69,118-57.0% | $53,647-44.5% | $138,895-78.6% |
| Participation rate | 87.5% | 64.0%+23.5pp | 56.3%+31.2pp | 79.9%+7.6pp |
| Annual return | 14.13% | 248.26%-234.1pp | 358.33%-344.2pp | 145.39%-131.3pp |
| Employer contribution / active EE | $2,951 | $1,189+148.1% | $962+206.7% | $4,194-29.6% |
| Participant deferral / active EE | $5,616 | $2,274+146.9% | $1,813+209.7% | $6,396-12.2% |
| Admin fee / account holder | $186 | $2,724-93.2% | $2,460-92.5% | $12,562-98.5% |