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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 | $24,532 | $100,139-75.5% | $85,187-71.2% | $145,884-83.2% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 17.83% | 84.15%-66.3pp | 66.67%-48.8pp | 551.85%-534.0pp |
| Employer contribution / active EE | $1,021 | $3,238-68.5% | $2,732-62.6% | $4,662-78.1% |
| Participant deferral / active EE | $1,531 | $5,296-71.1% | $4,525-66.2% | $6,690-77.1% |
| Admin fee / account holder | $174 | $7,262-97.6% | $6,162-97.2% | $13,392-98.7% |