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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 | $12,572 | $110,278-88.6% | $95,740-86.9% | $139,466-91.0% |
| Participation rate | 95.2% | 75.7%+19.5pp | 72.3%+23.0pp | 80.3%+14.9pp |
| Annual return | 22.61% | 27.19%-4.6pp | 28.41%-5.8pp | 373.66%-351.0pp |
| Employer contribution / active EE | $826 | $3,260-74.7% | $2,836-70.9% | $4,754-82.6% |
| Participant deferral / active EE | $3,251 | $4,674-30.4% | $4,244-23.4% | $6,712-51.6% |
| Admin fee / account holder | $126 | $6,613-98.1% | $5,676-97.8% | $11,409-98.9% |