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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 | $25,737 | $102,638-74.9% | $81,982-68.6% | $158,982-83.8% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.3%+5.7pp | 82.0%-7.0pp |
| Annual return | 25.36% | 61.05%-35.7pp | 41.31%-16.0pp | 302.99%-277.6pp |
| Employer contribution / active EE | $1,089 | $3,241-66.4% | $2,498-56.4% | $4,763-77.1% |
| Participant deferral / active EE | $4,728 | $4,649+1.7% | $3,722+27.0% | $5,983-21.0% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,252-100.0% |