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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 | $23,127 | $110,303-79.0% | $95,759-75.8% | $139,487-83.4% |
| Participation rate | 90.9% | 75.7%+15.2pp | 72.3%+18.7pp | 80.3%+10.6pp |
| Annual return | 20.21% | 27.19%-7.0pp | 28.42%-8.2pp | 373.84%-353.6pp |
| Employer contribution / active EE | $4,318 | $3,261+32.4% | $2,836+52.2% | $4,755-9.2% |
| Participant deferral / active EE | $2,912 | $4,674-37.7% | $4,244-31.4% | $6,713-56.6% |
| Admin fee / account holder | $118 | $6,615-98.2% | $5,678-97.9% | $11,407-99.0% |