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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 | $28,879 | $211,239-86.3% | $178,528-83.8% | $145,877-80.2% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 13.85% | 30.22%-16.4pp | 27.11%-13.3pp | 551.28%-537.4pp |
| Employer contribution / active EE | $2,537 | $4,570-44.5% | $3,950-35.8% | $4,663-45.6% |
| Participant deferral / active EE | $4,048 | $6,963-41.9% | $6,278-35.5% | $6,691-39.5% |
| Admin fee / account holder | $110 | $12,095-99.1% | $10,419-98.9% | $13,402-99.2% |