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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 | $13,714 | $101,618-86.5% | $93,063-85.3% | $137,256-90.0% |
| Participation rate | 87.5% | 74.9%+12.6pp | 72.1%+15.4pp | 80.0%+7.5pp |
| Annual return | 18.58% | 223.95%-205.4pp | 34.15%-15.6pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,428 | $2,707-47.3% | $2,476-42.3% | $4,156-65.6% |
| Participant deferral / active EE | $3,508 | $4,279-18.0% | $3,958-11.4% | $6,407-45.2% |
| Admin fee / account holder | $253 | $6,198-95.9% | $6,033-95.8% | $12,270-97.9% |