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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 | $14,842 | $47,944-69.0% | $67,834-78.1% | $62,881-76.4% |
| Participation rate | 86.7% | 61.1%+25.6pp | 68.8%+17.9pp | 69.3%+17.4pp |
| Annual return | 27.89% | 11.77%+16.1pp | 138.47%-110.6pp | 20.14%+7.7pp |
| Employer contribution / active EE | $4,609 | $1,562+195.0% | $2,403+91.8% | $2,281+102.1% |
| Participant deferral / active EE | $2,117 | $2,247-5.8% | $3,160-33.0% | $3,203-33.9% |
| Admin fee / account holder | $38 | $3,712-99.0% | $4,622-99.2% | $4,296-99.1% |