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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 | $25,761 | $117,829-78.1% | $102,423-74.8% | $145,877-82.3% |
| Participation rate | 95.7% | 78.6%+17.0pp | 76.5%+19.1pp | 80.3%+15.3pp |
| Annual return | 23.03% | 31.83%-8.8pp | 29.42%-6.4pp | 551.28%-528.3pp |
| Employer contribution / active EE | $2,033 | $3,615-43.8% | $3,023-32.7% | $4,663-56.4% |
| Participant deferral / active EE | $7,453 | $5,732+30.0% | $5,054+47.5% | $6,691+11.4% |
| Admin fee / account holder | $270 | $13,335-98.0% | $9,455-97.1% | $13,402-98.0% |