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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 | $27,602 | $78,690-64.9% | $161,489-82.9% | $87,485-68.4% |
| Participation rate | 81.5% | 67.5%+14.0pp | 78.7%+2.8pp | 68.9%+12.5pp |
| Annual return | 22.14% | 32.74%-10.6pp | 89.72%-67.6pp | 26.06%-3.9pp |
| Employer contribution / active EE | $1,641 | $2,588-36.6% | $4,268-61.6% | $2,596-36.8% |
| Participant deferral / active EE | $4,585 | $3,311+38.5% | $5,630-18.6% | $4,274+7.3% |
| Admin fee / account holder | $121 | $6,724-98.2% | $16,006-99.2% | $7,775-98.4% |