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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 | $15,822 | $95,406-83.4% | $185,849-91.5% | $85,847-81.6% |
| Participation rate | 91.4% | 68.8%+22.6pp | 81.7%+9.7pp | 69.3%+22.1pp |
| Annual return | 16.82% | 23.59%-6.8pp | 122.10%-105.3pp | 318.61%-301.8pp |
| Employer contribution / active EE | $2,267 | $3,314-31.6% | $5,169-56.1% | $2,565-11.6% |
| Participant deferral / active EE | $5,045 | $3,424+47.4% | $5,569-9.4% | $3,952+27.7% |
| Admin fee / account holder | $140 | $7,214-98.1% | $16,244-99.1% | $6,261-97.8% |