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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 | $26,965 | $91,198-70.4% | $178,503-84.9% | $79,856-66.2% |
| Participation rate | 70.0% | 69.2%+0.8pp | 81.9%-11.9pp | 69.6%+0.4pp |
| Annual return | 15.76% | 24.20%-8.4pp | 151.12%-135.4pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,912 | $3,257-41.3% | $5,011-61.9% | $2,471-22.6% |
| Participant deferral / active EE | $4,416 | $3,237+36.5% | $5,202-15.1% | $3,741+18.1% |
| Admin fee / account holder | $226 | $6,748-96.6% | $13,987-98.4% | $5,306-95.7% |