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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 | $16,440 | $75,962-78.4% | $154,111-89.3% | $64,173-74.4% |
| Participation rate | 89.2% | 70.4%+18.7pp | 83.0%+6.1pp | 69.6%+19.6pp |
| Annual return | 9.82% | 30.32%-20.5pp | 735.18%-725.4pp | 7.63%+2.2pp |
| Employer contribution / active EE | $1,283 | $3,350-61.7% | $5,298-75.8% | $2,381-46.1% |
| Participant deferral / active EE | $2,148 | $3,175-32.3% | $5,081-57.7% | $3,470-38.1% |
| Admin fee / account holder | $79 | $5,589-98.6% | $13,411-99.4% | $4,887-98.4% |