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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 | $16,186 | $61,789-73.8% | $97,167-83.3% | $80,874-80.0% |
| Participation rate | 92.0% | 63.5%+28.5pp | 72.7%+19.3pp | 67.6%+24.4pp |
| Annual return | 15.43% | -557.90%+573.3pp | 75.27%-59.8pp | 35.62%-20.2pp |
| Employer contribution / active EE | $1,357 | $1,837-26.1% | $2,729-50.3% | $2,756-50.8% |
| Participant deferral / active EE | $1,449 | $3,028-52.1% | $4,264-66.0% | $4,297-66.3% |
| Admin fee / account holder | $32 | $5,168-99.4% | $5,650-99.4% | $6,935-99.5% |