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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 | $16,804 | $110,379-84.8% | $102,412-83.6% | $145,884-88.5% |
| Participation rate | 76.9% | 77.9%-1.0pp | 74.5%+2.4pp | 80.3%-3.4pp |
| Annual return | 13.42% | 24.84%-11.4pp | 24.94%-11.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $2,034 | $4,216-51.8% | $3,870-47.4% | $4,662-56.4% |
| Participant deferral / active EE | $3,119 | $5,622-44.5% | $5,060-38.4% | $6,690-53.4% |
| Admin fee / account holder | $219 | $9,745-97.7% | $8,388-97.4% | $13,392-98.4% |