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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 | $16,159 | $48,053-66.4% | $84,637-80.9% | $72,976-77.9% |
| Participation rate | 94.3% | 57.6%+36.7pp | 68.2%+26.0pp | 69.5%+24.8pp |
| Annual return | 21.87% | 37.39%-15.5pp | 258.82%-237.0pp | 81.02%-59.1pp |
| Employer contribution / active EE | $1,368 | $1,602-14.6% | $2,653-48.5% | $2,440-44.0% |
| Participant deferral / active EE | $821 | $2,681-69.4% | $3,900-79.0% | $3,608-77.2% |
| Admin fee / account holder | $28 | $3,395-99.2% | $4,914-99.4% | $5,124-99.5% |