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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 | $22,792 | $117,895-80.7% | $102,460-77.8% | $145,897-84.4% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 11.60% | 31.92%-20.3pp | 29.47%-17.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $1,916 | $3,619-47.1% | $3,025-36.7% | $4,663-58.9% |
| Participant deferral / active EE | $4,266 | $5,736-25.6% | $5,056-15.6% | $6,689-36.2% |
| Admin fee / account holder | $119 | $13,353-99.1% | $9,460-98.7% | $13,390-99.1% |