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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 | $14,428 | $52,279-72.4% | $89,435-83.9% | $79,856-81.9% |
| Participation rate | 87.1% | 57.5%+29.6pp | 68.0%+19.1pp | 69.6%+17.5pp |
| Annual return | 43.04% | 22.16%+20.9pp | 245.55%-202.5pp | 31.71%+11.3pp |
| Employer contribution / active EE | $1,269 | $1,572-19.3% | $2,587-51.0% | $2,471-48.7% |
| Participant deferral / active EE | $3,169 | $2,740+15.6% | $3,890-18.5% | $3,741-15.3% |
| Admin fee / account holder | $46 | $3,356-98.6% | $4,884-99.1% | $5,306-99.1% |