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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 | $15,341 | $110,379-86.1% | $102,412-85.0% | $145,884-89.5% |
| Participation rate | 91.3% | 77.9%+13.4pp | 74.5%+16.8pp | 80.3%+11.0pp |
| Annual return | 15.69% | 24.84%-9.2pp | 24.94%-9.2pp | 551.85%-536.2pp |
| Employer contribution / active EE | $2,518 | $4,216-40.3% | $3,870-34.9% | $4,662-46.0% |
| Participant deferral / active EE | $6,992 | $5,622+24.4% | $5,060+38.2% | $6,690+4.5% |
| Admin fee / account holder | $253 | $9,745-97.4% | $8,388-97.0% | $13,392-98.1% |