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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 | $16,819 | $90,484-81.4% | $78,675-78.6% | $273,970-93.9% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 9.90% | 75.62%-65.7pp | 62.19%-52.3pp | 41.46%-31.6pp |
| Employer contribution / active EE | $1,945 | $3,175-38.7% | $2,850-31.8% | $4,869-60.1% |
| Participant deferral / active EE | $2,561 | $3,901-34.3% | $3,517-27.2% | $5,287-51.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |