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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 | $23,617 | $45,566-48.2% | $64,105-63.2% | $59,633-60.4% |
| Participation rate | 92.3% | 60.2%+32.1pp | 68.2%+24.1pp | 68.7%+23.6pp |
| Annual return | 2.66% | 4.95%-2.3pp | 791.24%-788.6pp | 2041.45%-2038.8pp |
| Employer contribution / active EE | $1,341 | $934+43.6% | $1,820-26.3% | $2,203-39.1% |
| Participant deferral / active EE | $3,026 | $2,057+47.1% | $2,822+7.2% | $3,192-5.2% |
| Admin fee / account holder | $84 | $3,268-97.4% | $4,499-98.1% | $4,297-98.0% |