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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 | $25,116 | $106,749-76.5% | $145,433-82.7% | $82,448-69.5% |
| Participation rate | 84.4% | 75.6%+8.8pp | 82.1%+2.3pp | 68.1%+16.4pp |
| Annual return | 51.75% | 27.59%+24.2pp | 66.58%-14.8pp | 41.64%+10.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,469 | $6,519-0.8% | $7,897-18.1% | $4,139+56.3% |
| Admin fee / account holder | $281 | $8,390-96.6% | $13,129-97.9% | $7,234-96.1% |