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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 | $18,133 | $81,664-77.8% | $70,476-74.3% | $158,966-88.6% |
| Participation rate | 82.6% | 77.7%+4.9pp | 75.1%+7.5pp | 82.0%+0.6pp |
| Annual return | 26.49% | 208.59%-182.1pp | 109.12%-82.6pp | 302.95%-276.5pp |
| Employer contribution / active EE | $1,856 | $3,219-42.3% | $2,738-32.2% | $4,762-61.0% |
| Participant deferral / active EE | $6,544 | $4,556+43.6% | $3,710+76.4% | $5,983+9.4% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |