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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 | $211,239-89.9% | $178,528-88.0% | $145,877-85.3% |
| Participation rate | 93.8% | 80.8%+13.0pp | 77.1%+16.6pp | 80.3%+13.4pp |
| Annual return | 15.25% | 30.22%-15.0pp | 27.11%-11.9pp | 551.28%-536.0pp |
| Employer contribution / active EE | $2,366 | $4,570-48.2% | $3,950-40.1% | $4,663-49.3% |
| Participant deferral / active EE | $5,651 | $6,963-18.8% | $6,278-10.0% | $6,691-15.5% |
| Admin fee / account holder | $108 | $12,095-99.1% | $10,419-99.0% | $13,402-99.2% |