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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 | $21,436 | $211,288-89.9% | $178,540-88.0% | $145,884-85.3% |
| Participation rate | 93.8% | 80.8%+12.9pp | 77.1%+16.6pp | 80.3%+13.4pp |
| Annual return | 15.25% | 30.27%-15.0pp | 27.15%-11.9pp | 551.85%-536.6pp |
| Employer contribution / active EE | $2,366 | $4,574-48.3% | $3,953-40.1% | $4,662-49.3% |
| Participant deferral / active EE | $5,651 | $6,967-18.9% | $6,281-10.0% | $6,690-15.5% |
| Admin fee / account holder | $108 | $12,105-99.1% | $10,424-99.0% | $13,392-99.2% |