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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 | $23,252 | $110,212-78.9% | $96,534-75.9% | $139,466-83.3% |
| Participation rate | 86.7% | 78.1%+8.5pp | 76.0%+10.7pp | 80.3%+6.3pp |
| Annual return | 18.43% | 26.42%-8.0pp | 25.88%-7.5pp | 373.66%-355.2pp |
| Employer contribution / active EE | $1,491 | $3,620-58.8% | $2,965-49.7% | $4,754-68.6% |
| Participant deferral / active EE | $2,537 | $5,547-54.3% | $4,851-47.7% | $6,712-62.2% |
| Admin fee / account holder | $289 | $11,599-97.5% | $8,253-96.5% | $11,409-97.5% |