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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 | $14,689 | $103,038-85.7% | $90,324-83.7% | $152,909-90.4% |
| Participation rate | 72.7% | 75.9%-3.2pp | 73.3%-0.6pp | 82.5%-9.7pp |
| Annual return | 11.32% | 95.25%-83.9pp | 78.15%-66.8pp | 345.46%-334.1pp |
| Employer contribution / active EE | $678 | $3,141-78.4% | $2,856-76.2% | $4,764-85.8% |
| Participant deferral / active EE | $2,610 | $4,282-39.0% | $3,885-32.8% | $5,851-55.4% |
| Admin fee / account holder | $191 | $6,177-96.9% | $5,356-96.4% | $11,601-98.4% |