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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 | $15,697 | $99,053-84.2% | $88,179-82.2% | $138,895-88.7% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.1%+18.4pp | 79.9%+7.6pp |
| Annual return | 21.84% | 78.17%-56.3pp | 64.97%-43.1pp | 145.39%-123.6pp |
| Employer contribution / active EE | $1,476 | $2,882-48.8% | $2,549-42.1% | $4,194-64.8% |
| Participant deferral / active EE | $2,728 | $5,225-47.8% | $4,614-40.9% | $6,396-57.4% |
| Admin fee / account holder | $24 | $8,748-99.7% | $7,673-99.7% | $12,562-99.8% |