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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 | $20,173 | $84,236-76.1% | $170,435-88.2% | $70,126-71.2% |
| Participation rate | 96.9% | 70.8%+26.0pp | 83.6%+13.3pp | 69.5%+27.3pp |
| Annual return | 12.32% | 23.06%-10.7pp | 205.94%-193.6pp | 73.15%-60.8pp |
| Employer contribution / active EE | $1,972 | $3,387-41.8% | $5,432-63.7% | $2,343-15.8% |
| Participant deferral / active EE | $2,063 | $3,086-33.2% | $4,939-58.2% | $3,332-38.1% |
| Admin fee / account holder | $90 | $5,698-98.4% | $13,881-99.4% | $4,645-98.1% |