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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 | $25,963 | $110,410-76.5% | $102,437-74.7% | $145,897-82.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 13.22% | 24.85%-11.6pp | 24.95%-11.7pp | 552.29%-539.1pp |
| Employer contribution / active EE | $1,512 | $4,217-64.1% | $3,871-60.9% | $4,663-67.6% |
| Participant deferral / active EE | $5,028 | $5,622-10.6% | $5,060-0.6% | $6,689-24.8% |
| Admin fee / account holder | $141 | $9,745-98.6% | $8,388-98.3% | $13,390-98.9% |