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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 | $24,055 | $91,179-73.6% | $178,499-86.5% | $79,852-69.9% |
| Participation rate | 96.2% | 69.2%+26.9pp | 81.9%+14.2pp | 69.6%+26.5pp |
| Annual return | 20.94% | 24.19%-3.3pp | 151.10%-130.2pp | 31.72%-10.8pp |
| Employer contribution / active EE | $543 | $3,256-83.3% | $5,011-89.2% | $2,471-78.0% |
| Participant deferral / active EE | $1,039 | $3,236-67.9% | $5,202-80.0% | $3,740-72.2% |
| Admin fee / account holder | $31 | $6,749-99.5% | $13,986-99.8% | $5,306-99.4% |