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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 | $26,376 | $103,038-74.4% | $90,324-70.8% | $152,909-82.8% |
| Participation rate | 81.0% | 75.9%+5.1pp | 73.3%+7.7pp | 82.5%-1.5pp |
| Annual return | 20.88% | 95.25%-74.4pp | 78.15%-57.3pp | 345.46%-324.6pp |
| Employer contribution / active EE | $1,539 | $3,141-51.0% | $2,856-46.1% | $4,764-67.7% |
| Participant deferral / active EE | $1,889 | $4,282-55.9% | $3,885-51.4% | $5,851-67.7% |
| Admin fee / account holder | $248 | $6,177-96.0% | $5,356-95.4% | $11,601-97.9% |