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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 | $61,815-73.8% | $97,295-83.4% | $80,959-80.0% |
| Participation rate | 92.0% | 63.5%+28.5pp | 72.7%+19.3pp | 67.7%+24.3pp |
| Annual return | 15.43% | -558.73%+574.2pp | 75.62%-60.2pp | 35.67%-20.2pp |
| Employer contribution / active EE | $1,357 | $1,836-26.1% | $2,723-50.2% | $2,757-50.8% |
| Participant deferral / active EE | $1,449 | $3,027-52.1% | $4,264-66.0% | $4,300-66.3% |
| Admin fee / account holder | $32 | $5,166-99.4% | $5,646-99.4% | $6,925-99.5% |