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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 | $19,073 | $127,296-85.0% | $109,907-82.6% | $167,536-88.6% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.2%+3.6pp | 82.1%-4.3pp |
| Annual return | 17.14% | 22.97%-5.8pp | 29.46%-12.3pp | 478.82%-461.7pp |
| Employer contribution / active EE | $2,541 | $3,325-23.6% | $2,844-10.7% | $4,839-47.5% |
| Participant deferral / active EE | $2,648 | $4,513-41.3% | $4,047-34.6% | $6,342-58.3% |
| Admin fee / account holder | $75 | $7,119-99.0% | $6,069-98.8% | $12,315-99.4% |