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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 | $211,224-86.3% | $178,505-83.8% | $145,897-80.2% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 13.85% | 30.28%-16.4pp | 27.16%-13.3pp | 552.29%-538.4pp |
| Employer contribution / active EE | $2,537 | $4,577-44.6% | $3,955-35.8% | $4,663-45.6% |
| Participant deferral / active EE | $4,048 | $6,966-41.9% | $6,280-35.5% | $6,689-39.5% |
| Admin fee / account holder | $110 | $12,109-99.1% | $10,428-98.9% | $13,390-99.2% |