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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 | $23,642 | $77,638-69.5% | $156,551-84.9% | $62,881-62.4% |
| Participation rate | 96.8% | 71.2%+25.6pp | 84.0%+12.8pp | 69.3%+27.5pp |
| Annual return | 7.85% | 50.33%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,842 | $3,444-46.5% | $5,501-66.5% | $2,281-19.2% |
| Participant deferral / active EE | $3,934 | $3,046+29.2% | $4,871-19.2% | $3,203+22.8% |
| Admin fee / account holder | $123 | $5,561-97.8% | $13,028-99.1% | $4,296-97.1% |