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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 | $17,848 | $69,248-74.2% | $64,101-72.2% | $139,466-87.2% |
| Participation rate | 94.1% | 75.6%+18.5pp | 72.3%+21.8pp | 80.3%+13.8pp |
| Annual return | 20.56% | 45.95%-25.4pp | 33.72%-13.2pp | 373.66%-353.1pp |
| Employer contribution / active EE | $1,567 | $3,185-50.8% | $2,749-43.0% | $4,754-67.0% |
| Participant deferral / active EE | $2,938 | $4,682-37.2% | $3,881-24.3% | $6,712-56.2% |
| Admin fee / account holder | $189 | $4,247-95.6% | $3,070-93.9% | $11,409-98.3% |