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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 | $15,339 | $55,930-72.6% | $76,089-79.8% | $80,925-81.0% |
| Participation rate | 96.0% | 62.1%+33.9pp | 69.1%+26.9pp | 67.7%+28.3pp |
| Annual return | 11.86% | 20.58%-8.7pp | 360.94%-349.1pp | 35.65%-23.8pp |
| Employer contribution / active EE | $1,295 | $1,866-30.6% | $2,690-51.9% | $2,756-53.0% |
| Participant deferral / active EE | $3,243 | $3,051+6.3% | $4,259-23.9% | $4,299-24.6% |
| Admin fee / account holder | $115 | $5,241-97.8% | $6,418-98.2% | $6,940-98.3% |