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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 | $26,344 | $211,224-87.5% | $178,505-85.2% | $145,897-81.9% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 15.12% | 30.28%-15.2pp | 27.16%-12.0pp | 552.29%-537.2pp |
| Employer contribution / active EE | $2,047 | $4,577-55.3% | $3,955-48.2% | $4,663-56.1% |
| Participant deferral / active EE | $4,180 | $6,966-40.0% | $6,280-33.4% | $6,689-37.5% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |