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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 | $22,077 | $100,279-78.0% | $81,353-72.9% | $145,884-84.9% |
| Participation rate | 95.0% | 74.3%+20.7pp | 69.5%+25.5pp | 80.3%+14.7pp |
| Annual return | 11.50% | 34.49%-23.0pp | 24.82%-13.3pp | 551.85%-540.3pp |
| Employer contribution / active EE | $1,652 | $2,979-44.5% | $2,464-32.9% | $4,662-64.6% |
| Participant deferral / active EE | $1,173 | $4,611-74.6% | $3,885-69.8% | $6,690-82.5% |
| Admin fee / account holder | $0 | $8,206-100.0% | $5,766-100.0% | $13,392-100.0% |