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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 | $17,959 | $90,486-80.2% | $78,676-77.2% | $273,972-93.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.91% | 75.62%-65.7pp | 62.19%-52.3pp | 41.46%-31.5pp |
| Employer contribution / active EE | $465 | $3,175-85.4% | $2,850-83.7% | $4,869-90.4% |
| Participant deferral / active EE | $3,568 | $3,901-8.5% | $3,517+1.5% | $5,287-32.5% |
| Admin fee / account holder | $139 | $5,263-97.4% | $4,510-96.9% | $10,133-98.6% |