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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 | $20,897 | $106,247-80.3% | $96,515-78.3% | $139,466-85.0% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.3%+13.9pp | 80.3%+7.9pp |
| Annual return | 18.09% | 38.47%-20.4pp | 35.73%-17.6pp | 373.66%-355.6pp |
| Employer contribution / active EE | $1,647 | $4,106-59.9% | $3,740-55.9% | $4,754-65.3% |
| Participant deferral / active EE | $2,688 | $5,456-50.7% | $4,880-44.9% | $6,712-60.0% |
| Admin fee / account holder | $200 | $7,885-97.5% | $6,735-97.0% | $11,409-98.3% |