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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 | $24,020 | $69,248-65.3% | $64,101-62.5% | $139,466-82.8% |
| Participation rate | 92.3% | 75.6%+16.7pp | 72.3%+20.0pp | 80.3%+12.0pp |
| Annual return | 18.54% | 45.95%-27.4pp | 33.72%-15.2pp | 373.66%-355.1pp |
| Employer contribution / active EE | $1,791 | $3,185-43.8% | $2,749-34.8% | $4,754-62.3% |
| Participant deferral / active EE | $6,409 | $4,682+36.9% | $3,881+65.1% | $6,712-4.5% |
| Admin fee / account holder | $267 | $4,247-93.7% | $3,070-91.3% | $11,409-97.7% |