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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 | $18,403 | $105,856-82.6% | $90,161-79.6% | $147,586-87.5% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 14.96% | 37.63%-22.7pp | 34.89%-19.9pp | 578.59%-563.6pp |
| Employer contribution / active EE | $670 | $4,126-83.8% | $3,318-79.8% | $4,876-86.3% |
| Participant deferral / active EE | $2,881 | $5,733-49.7% | $5,287-45.5% | $5,439-47.0% |
| Admin fee / account holder | $50 | $8,046-99.4% | $5,943-99.2% | $10,886-99.5% |