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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 | $21,267 | $108,212-80.3% | $77,513-72.6% | $158,966-86.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 13.33% | 31.67%-18.3pp | 54.81%-41.5pp | 302.95%-289.6pp |
| Employer contribution / active EE | $772 | $1,325-41.7% | $987-21.7% | $4,762-83.8% |
| Participant deferral / active EE | $3,223 | $2,455+31.3% | $1,861+73.2% | $5,983-46.1% |
| Admin fee / account holder | $247 | $3,709-93.3% | $2,859-91.4% | $11,250-97.8% |