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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 | $15,492 | $49,896-69.0% | $80,627-80.8% | $75,173-79.4% |
| Participation rate | 96.7% | 55.3%+41.4pp | 67.0%+29.7pp | 67.2%+29.5pp |
| Annual return | 20.52% | 34.67%-14.1pp | 936.76%-916.2pp | 160.72%-140.2pp |
| Employer contribution / active EE | $1,109 | $1,699-34.7% | $2,723-59.3% | $2,671-58.5% |
| Participant deferral / active EE | $4,262 | $2,992+42.5% | $4,443-4.1% | $4,126+3.3% |
| Admin fee / account holder | $198 | $3,578-94.5% | $5,381-96.3% | $5,651-96.5% |