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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 | $13,763 | $48,011-71.3% | $63,803-78.4% | $82,637-83.3% |
| Participation rate | 85.3% | 66.6%+18.7pp | 72.7%+12.6pp | 68.1%+17.2pp |
| Annual return | 25.70% | 19.84%+5.9pp | 543.72%-518.0pp | 53.51%-27.8pp |
| Employer contribution / active EE | $576 | $1,904-69.7% | $2,532-77.2% | $2,552-77.4% |
| Participant deferral / active EE | $1,795 | $2,846-37.0% | $3,843-53.3% | $4,126-56.5% |
| Admin fee / account holder | $248 | $3,873-93.6% | $5,196-95.2% | $7,339-96.6% |