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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 | $22,600 | $69,274-67.4% | $64,097-64.7% | $139,487-83.8% |
| Participation rate | 88.9% | 75.6%+13.3pp | 72.3%+16.6pp | 80.3%+8.6pp |
| Annual return | 20.57% | 46.00%-25.4pp | 33.75%-13.2pp | 373.84%-353.3pp |
| Employer contribution / active EE | $1,494 | $3,187-53.1% | $2,750-45.7% | $4,755-68.6% |
| Participant deferral / active EE | $2,011 | $4,685-57.1% | $3,881-48.2% | $6,713-70.0% |
| Admin fee / account holder | $18 | $4,247-99.6% | $3,070-99.4% | $11,407-99.8% |