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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 | $17,153 | $61,815-72.3% | $97,295-82.4% | $80,959-78.8% |
| Participation rate | 92.0% | 63.5%+28.5pp | 72.7%+19.3pp | 67.7%+24.3pp |
| Annual return | 16.96% | -558.73%+575.7pp | 75.62%-58.7pp | 35.67%-18.7pp |
| Employer contribution / active EE | $1,554 | $1,836-15.4% | $2,723-42.9% | $2,757-43.7% |
| Participant deferral / active EE | $3,445 | $3,027+13.8% | $4,264-19.2% | $4,300-19.9% |
| Admin fee / account holder | $24 | $5,166-99.5% | $5,646-99.6% | $6,925-99.6% |