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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 | $14,374 | $48,053-70.1% | $84,637-83.0% | $72,976-80.3% |
| Participation rate | 86.5% | 57.6%+28.9pp | 68.2%+18.3pp | 69.5%+17.0pp |
| Annual return | 17.94% | 37.39%-19.5pp | 258.82%-240.9pp | 81.02%-63.1pp |
| Employer contribution / active EE | $306 | $1,602-80.9% | $2,653-88.5% | $2,440-87.4% |
| Participant deferral / active EE | $1,708 | $2,681-36.3% | $3,900-56.2% | $3,608-52.7% |
| Admin fee / account holder | $297 | $3,395-91.2% | $4,914-93.9% | $5,124-94.2% |