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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 | $21,396 | $49,976-57.2% | $66,674-67.9% | $82,637-74.1% |
| Participation rate | 88.9% | 63.1%+25.8pp | 73.7%+15.2pp | 68.1%+20.8pp |
| Annual return | 13.81% | 39.09%-25.3pp | 321.24%-307.4pp | 53.51%-39.7pp |
| Employer contribution / active EE | $1,661 | $1,988-16.5% | $2,620-36.6% | $2,552-34.9% |
| Participant deferral / active EE | $941 | $2,847-67.0% | $4,084-77.0% | $4,126-77.2% |
| Admin fee / account holder | $287 | $4,594-93.8% | $5,098-94.4% | $7,339-96.1% |