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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 | $13,433 | $85,060-84.2% | $70,548-81.0% | $139,456-90.4% |
| Participation rate | 70.0% | 73.9%-3.9pp | 68.3%+1.7pp | 80.3%-10.3pp |
| Annual return | 20.24% | 30.38%-10.1pp | 32.78%-12.5pp | 373.45%-353.2pp |
| Employer contribution / active EE | $929 | $3,911-76.3% | $2,975-68.8% | $4,753-80.5% |
| Participant deferral / active EE | $5,938 | $5,890+0.8% | $4,567+30.0% | $6,711-11.5% |
| Admin fee / account holder | $116 | $8,925-98.7% | $6,424-98.2% | $11,407-99.0% |