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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 | $25,803 | $98,766-73.9% | $149,730-82.8% | $79,852-67.7% |
| Participation rate | 70.6% | 75.8%-5.2pp | 82.5%-11.9pp | 69.6%+0.9pp |
| Annual return | 24.24% | 27.43%-3.2pp | 276.70%-252.5pp | 31.72%-7.5pp |
| Employer contribution / active EE | $1,422 | $3,217-55.8% | $4,645-69.4% | $2,471-42.5% |
| Participant deferral / active EE | $4,415 | $5,681-22.3% | $6,843-35.5% | $3,740+18.0% |
| Admin fee / account holder | $129 | $6,052-97.9% | $9,310-98.6% | $5,306-97.6% |