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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 | $13,705 | $69,118-80.2% | $53,647-74.5% | $138,895-90.1% |
| Participation rate | 75.0% | 64.0%+11.0pp | 56.3%+18.7pp | 79.9%-4.9pp |
| Annual return | 21.17% | 248.26%-227.1pp | 358.33%-337.2pp | 145.39%-124.2pp |
| Employer contribution / active EE | $1,270 | $1,189+6.8% | $962+32.1% | $4,194-69.7% |
| Participant deferral / active EE | $1,472 | $2,274-35.3% | $1,813-18.8% | $6,396-77.0% |
| Admin fee / account holder | $115 | $2,724-95.8% | $2,460-95.3% | $12,562-99.1% |