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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 | $23,429 | $208,088-88.7% | $186,193-87.4% | $154,746-84.9% |
| Participation rate | 77.8% | 80.0%-2.2pp | 77.1%+0.7pp | 80.7%-2.9pp |
| Annual return | 21.54% | 89.97%-68.4pp | 78.03%-56.5pp | 172.34%-150.8pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,620 | $7,078+21.8% | $6,513+32.3% | $6,730+28.1% |
| Admin fee / account holder | $268 | $11,698-97.7% | $11,058-97.6% | $14,365-98.1% |