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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 | $17,650 | $42,383-58.4% | $76,518-76.9% | $64,173-72.5% |
| Participation rate | 76.5% | 58.1%+18.3pp | 68.0%+8.5pp | 69.6%+6.9pp |
| Annual return | 163.51% | -16.54%+180.0pp | -0.27%+163.8pp | 7.63%+155.9pp |
| Employer contribution / active EE | $1,488 | $1,563-4.8% | $2,647-43.8% | $2,381-37.5% |
| Participant deferral / active EE | $2,698 | $2,566+5.1% | $3,836-29.7% | $3,470-22.3% |
| Admin fee / account holder | $115 | $3,198-96.4% | $4,849-97.6% | $4,887-97.6% |