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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 | $27,783 | $110,212-74.8% | $96,534-71.2% | $139,466-80.1% |
| Participation rate | 81.3% | 78.1%+3.1pp | 76.0%+5.3pp | 80.3%+0.9pp |
| Annual return | 16.15% | 26.42%-10.3pp | 25.88%-9.7pp | 373.66%-357.5pp |
| Employer contribution / active EE | $1,887 | $3,620-47.9% | $2,965-36.4% | $4,754-60.3% |
| Participant deferral / active EE | $2,177 | $5,547-60.8% | $4,851-55.1% | $6,712-67.6% |
| Admin fee / account holder | $267 | $11,599-97.7% | $8,253-96.8% | $11,409-97.7% |