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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 | $4,162 | $51,638-91.9% | $68,368-93.9% | $82,448-95.0% |
| Participation rate | 75.0% | 63.6%+11.4pp | 73.8%+1.2pp | 68.1%+6.9pp |
| Annual return | 24.51% | 37.53%-13.0pp | 292.57%-268.1pp | 41.64%-17.1pp |
| Employer contribution / active EE | $802 | $2,047-60.8% | $2,649-69.7% | $2,551-68.5% |
| Participant deferral / active EE | $1,188 | $2,914-59.2% | $4,123-71.2% | $4,139-71.3% |
| Admin fee / account holder | $230 | $4,643-95.0% | $5,150-95.5% | $7,234-96.8% |