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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 | $21,833 | $103,949-79.0% | $69,182-68.4% | $273,972-92.0% |
| Participation rate | 89.5% | 67.4%+22.1pp | 55.1%+34.4pp | 83.0%+6.5pp |
| Annual return | 5.89% | 35.28%-29.4pp | -21.93%+27.8pp | 41.46%-35.6pp |
| Employer contribution / active EE | $6,391 | $1,783+258.4% | $1,206+429.8% | $4,869+31.3% |
| Participant deferral / active EE | $3,018 | $2,716+11.1% | $1,897+59.1% | $5,287-42.9% |
| Admin fee / account holder | $205 | $3,671-94.4% | $2,697-92.4% | $10,133-98.0% |