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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 | $30,763 | $104,709-70.6% | $85,705-64.1% | $167,553-81.6% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.9%+5.1pp | 82.1%-7.1pp |
| Annual return | 22.49% | 21.45%+1.0pp | 21.49%+1.0pp | 478.89%-456.4pp |
| Employer contribution / active EE | $1,600 | $3,338-52.1% | $2,619-38.9% | $4,840-66.9% |
| Participant deferral / active EE | $4,893 | $4,827+1.4% | $3,924+24.7% | $6,343-22.9% |
| Admin fee / account holder | $0 | $10,036-100.0% | $6,877-100.0% | $12,316-100.0% |