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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 | $15,362 | $111,830-86.3% | $93,696-83.6% | $145,884-89.5% |
| Participation rate | 73.3% | 74.2%-0.9pp | 68.7%+4.6pp | 80.3%-7.0pp |
| Annual return | 17.21% | 204.08%-186.9pp | 133.74%-116.5pp | 551.85%-534.6pp |
| Employer contribution / active EE | $624 | $3,093-79.8% | $2,422-74.3% | $4,662-86.6% |
| Participant deferral / active EE | $2,379 | $4,920-51.7% | $4,417-46.1% | $6,690-64.4% |
| Admin fee / account holder | $104 | $10,249-99.0% | $8,287-98.7% | $13,392-99.2% |