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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 | $23,250 | $110,410-78.9% | $102,437-77.3% | $145,897-84.1% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 14.92% | 24.85%-9.9pp | 24.95%-10.0pp | 552.29%-537.4pp |
| Employer contribution / active EE | $2,951 | $4,217-30.0% | $3,871-23.8% | $4,663-36.7% |
| Participant deferral / active EE | $6,520 | $5,622+16.0% | $5,060+28.9% | $6,689-2.5% |
| Admin fee / account holder | $38 | $9,745-99.6% | $8,388-99.6% | $13,390-99.7% |