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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 | $11,210 | $48,337-76.8% | $67,560-83.4% | $80,959-86.2% |
| Participation rate | 86.0% | 66.4%+19.6pp | 72.9%+13.1pp | 67.7%+18.4pp |
| Annual return | 15.15% | 18.26%-3.1pp | 3533.50%-3518.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $834 | $2,023-58.8% | $2,737-69.5% | $2,757-69.8% |
| Participant deferral / active EE | $2,467 | $2,928-15.8% | $4,004-38.4% | $4,300-42.6% |
| Admin fee / account holder | $212 | $3,695-94.3% | $3,994-94.7% | $6,925-96.9% |