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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 | $25,762 | $97,078-73.5% | $103,065-75.0% | $145,897-82.3% |
| Participation rate | 86.7% | 81.1%+5.5pp | 80.6%+6.1pp | 80.3%+6.4pp |
| Annual return | 15.78% | 25.49%-9.7pp | 23.95%-8.2pp | 552.29%-536.5pp |
| Employer contribution / active EE | $3,382 | $4,680-27.7% | $4,675-27.6% | $4,663-27.5% |
| Participant deferral / active EE | $5,361 | $6,601-18.8% | $6,625-19.1% | $6,689-19.9% |
| Admin fee / account holder | $201 | $12,505-98.4% | $9,349-97.9% | $13,390-98.5% |