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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 | $29,574 | $103,393-71.4% | $87,103-66.0% | $152,909-80.7% |
| Participation rate | 81.0% | 79.4%+1.6pp | 76.9%+4.1pp | 82.5%-1.5pp |
| Annual return | 21.75% | 28.10%-6.4pp | 28.19%-6.4pp | 345.46%-323.7pp |
| Employer contribution / active EE | $721 | $3,221-77.6% | $2,521-71.4% | $4,764-84.9% |
| Participant deferral / active EE | $2,011 | $4,778-57.9% | $4,049-50.3% | $5,851-65.6% |
| Admin fee / account holder | $175 | $12,195-98.6% | $7,491-97.7% | $11,601-98.5% |