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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 | $24,246 | $77,416-68.7% | $69,464-65.1% | $152,897-84.1% |
| Participation rate | 82.6% | 78.1%+4.5pp | 74.6%+8.0pp | 82.5%+0.2pp |
| Annual return | 24.54% | 39.08%-14.5pp | 28.98%-4.4pp | 345.43%-320.9pp |
| Employer contribution / active EE | $435 | $3,315-86.9% | $2,779-84.3% | $4,764-90.9% |
| Participant deferral / active EE | $1,648 | $4,413-62.7% | $3,536-53.4% | $5,851-71.8% |
| Admin fee / account holder | $44 | $6,208-99.3% | $3,840-98.9% | $11,599-99.6% |