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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 | $12,005 | $110,337-89.1% | $102,383-88.3% | $145,877-91.8% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 31.87% | 24.83%+7.0pp | 24.94%+6.9pp | 551.28%-519.4pp |
| Employer contribution / active EE | $1,548 | $4,216-63.3% | $3,870-60.0% | $4,663-66.8% |
| Participant deferral / active EE | $2,941 | $5,621-47.7% | $5,060-41.9% | $6,691-56.0% |
| Admin fee / account holder | $17 | $9,750-99.8% | $8,391-99.8% | $13,402-99.9% |