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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 | $16,434 | $211,288-92.2% | $178,540-90.8% | $145,884-88.7% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 13.91% | 30.27%-16.4pp | 27.15%-13.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,272 | $4,574-72.2% | $3,953-67.8% | $4,662-72.7% |
| Participant deferral / active EE | $1,909 | $6,967-72.6% | $6,281-69.6% | $6,690-71.5% |
| Admin fee / account holder | $80 | $12,105-99.3% | $10,424-99.2% | $13,392-99.4% |