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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 | $18,708 | $45,043-58.5% | $63,005-70.3% | $70,124-73.3% |
| Participation rate | 97.4% | 69.5%+27.9pp | 74.8%+22.6pp | 69.5%+27.9pp |
| Annual return | 12.13% | 18.76%-6.6pp | 87.59%-75.5pp | 73.14%-61.0pp |
| Employer contribution / active EE | $674 | $2,052-67.2% | $2,760-75.6% | $2,342-71.2% |
| Participant deferral / active EE | $1,537 | $2,466-37.6% | $3,329-53.8% | $3,332-53.9% |
| Admin fee / account holder | $104 | $2,833-96.3% | $3,599-97.1% | $4,645-97.8% |