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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 | $22,885 | $111,535-79.5% | $105,223-78.3% | $137,256-83.3% |
| Participation rate | 81.3% | 78.1%+3.2pp | 75.0%+6.2pp | 80.0%+1.3pp |
| Annual return | 16.33% | 237.85%-221.5pp | 180.65%-164.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,620 | $3,939-58.9% | $3,689-56.1% | $4,156-61.0% |
| Participant deferral / active EE | $3,050 | $5,500-44.5% | $5,072-39.9% | $6,407-52.4% |
| Admin fee / account holder | $265 | $9,721-97.3% | $8,859-97.0% | $12,270-97.8% |