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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 | $21,521 | $50,554-57.4% | $67,681-68.2% | $87,485-75.4% |
| Participation rate | 98.4% | 67.7%+30.7pp | 73.7%+24.7pp | 68.9%+29.5pp |
| Annual return | 19.83% | 17.81%+2.0pp | 590.58%-570.7pp | 26.06%-6.2pp |
| Employer contribution / active EE | $1,468 | $1,988-26.2% | $2,678-45.2% | $2,596-43.4% |
| Participant deferral / active EE | $2,434 | $2,961-17.8% | $3,976-38.8% | $4,274-43.1% |
| Admin fee / account holder | $274 | $4,132-93.4% | $6,100-95.5% | $7,775-96.5% |