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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 | $10,952 | $51,642-78.8% | $129,384-91.5% | $80,935-86.5% |
| Participation rate | 71.4% | 56.9%+14.5pp | 69.6%+1.8pp | 67.7%+3.8pp |
| Annual return | 26.47% | 20.78%+5.7pp | 9461.77%-9435.3pp | 35.66%-9.2pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,835 | $2,670+81.1% | $4,166+16.1% | $4,299+12.5% |
| Admin fee / account holder | $247 | $4,312-94.3% | $7,686-96.8% | $6,924-96.4% |