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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 | $21,944 | $84,236-73.9% | $170,435-87.1% | $70,126-68.7% |
| Participation rate | 92.0% | 70.8%+21.2pp | 83.6%+8.4pp | 69.5%+22.5pp |
| Annual return | 15.37% | 23.06%-7.7pp | 205.94%-190.6pp | 73.15%-57.8pp |
| Employer contribution / active EE | $3,719 | $3,387+9.8% | $5,432-31.5% | $2,343+58.7% |
| Participant deferral / active EE | $2,736 | $3,086-11.3% | $4,939-44.6% | $3,332-17.9% |
| Admin fee / account holder | $276 | $5,698-95.2% | $13,881-98.0% | $4,645-94.1% |