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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 | $16,881 | $211,224-92.0% | $178,505-90.5% | $145,897-88.4% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 18.58% | 30.28%-11.7pp | 27.16%-8.6pp | 552.29%-533.7pp |
| Employer contribution / active EE | $1,899 | $4,577-58.5% | $3,955-52.0% | $4,663-59.3% |
| Participant deferral / active EE | $3,370 | $6,966-51.6% | $6,280-46.3% | $6,689-49.6% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |