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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 | $26,033 | $113,338-77.0% | $94,993-72.6% | $147,585-82.4% |
| Participation rate | 93.8% | 78.0%+15.8pp | 73.9%+19.9pp | 82.8%+10.9pp |
| Annual return | 22.25% | 20.80%+1.5pp | 27.14%-4.9pp | 578.58%-556.3pp |
| Employer contribution / active EE | $1,780 | $3,160-43.7% | $2,603-31.6% | $4,876-63.5% |
| Participant deferral / active EE | $3,428 | $3,777-9.2% | $3,317+3.3% | $5,439-37.0% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |