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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 | $22,749 | $88,707-74.4% | $74,184-69.3% | $273,972-91.7% |
| Participation rate | 76.5% | 79.4%-3.0pp | 76.6%-0.1pp | 83.0%-6.5pp |
| Annual return | 104.68% | 11.94%+92.7pp | 17.74%+86.9pp | 41.46%+63.2pp |
| Employer contribution / active EE | $5,193 | $3,159+64.4% | $2,370+119.1% | $4,869+6.7% |
| Participant deferral / active EE | $5,363 | $4,212+27.3% | $3,550+51.1% | $5,287+1.4% |
| Admin fee / account holder | $83 | $8,717-99.0% | $5,586-98.5% | $10,133-99.2% |