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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 | $18,918 | $117,433-83.9% | $99,475-81.0% | $152,897-87.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 23.54% | 31.87%-8.3pp | 30.72%-7.2pp | 345.43%-321.9pp |
| Employer contribution / active EE | $1,870 | $3,013-37.9% | $2,540-26.4% | $4,764-60.7% |
| Participant deferral / active EE | $5,118 | $4,086+25.3% | $3,619+41.4% | $5,851-12.5% |
| Admin fee / account holder | $271 | $7,634-96.4% | $6,252-95.7% | $11,599-97.7% |