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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 | $14,846 | $162,529-90.9% | $130,788-88.6% | $154,746-90.4% |
| Participation rate | 76.2% | 75.9%+0.3pp | 70.1%+6.1pp | 80.7%-4.5pp |
| Annual return | 18.71% | 510.48%-491.8pp | 386.44%-367.7pp | 172.34%-153.6pp |
| Employer contribution / active EE | $578 | $4,447-87.0% | $3,558-83.8% | $4,379-86.8% |
| Participant deferral / active EE | $1,678 | $4,808-65.1% | $4,137-59.4% | $6,730-75.1% |
| Admin fee / account holder | $199 | $7,669-97.4% | $6,673-97.0% | $14,365-98.6% |