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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 | $23,966 | $110,337-78.3% | $102,383-76.6% | $145,877-83.6% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 15.18% | 24.83%-9.7pp | 24.94%-9.8pp | 551.28%-536.1pp |
| Employer contribution / active EE | $4,389 | $4,216+4.1% | $3,870+13.4% | $4,663-5.9% |
| Participant deferral / active EE | $10,525 | $5,621+87.3% | $5,060+108.0% | $6,691+57.3% |
| Admin fee / account holder | $44 | $9,750-99.6% | $8,391-99.5% | $13,402-99.7% |