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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 | $17,561 | $105,856-83.4% | $90,161-80.5% | $147,586-88.1% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 26.42% | 37.63%-11.2pp | 34.89%-8.5pp | 578.59%-552.2pp |
| Employer contribution / active EE | $2,283 | $4,126-44.7% | $3,318-31.2% | $4,876-53.2% |
| Participant deferral / active EE | $5,068 | $5,733-11.6% | $5,287-4.1% | $5,439-6.8% |
| Admin fee / account holder | $46 | $8,046-99.4% | $5,943-99.2% | $10,886-99.6% |