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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 | $11,030 | $110,248-90.0% | $95,728-88.5% | $139,456-92.1% |
| Participation rate | 94.4% | 75.7%+18.7pp | 72.3%+22.2pp | 80.3%+14.1pp |
| Annual return | 14.38% | 27.16%-12.8pp | 28.40%-14.0pp | 373.45%-359.1pp |
| Employer contribution / active EE | $1,601 | $3,258-50.9% | $2,835-43.5% | $4,753-66.3% |
| Participant deferral / active EE | $3,333 | $4,675-28.7% | $4,245-21.5% | $6,711-50.3% |
| Admin fee / account holder | $212 | $6,607-96.8% | $5,673-96.3% | $11,407-98.1% |