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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 | $11,707 | $112,729-89.6% | $98,716-88.1% | $137,256-91.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 30.02% | 38.48%-8.5pp | 31.81%-1.8pp | 220.34%-190.3pp |
| Employer contribution / active EE | $1,291 | $2,725-52.6% | $2,279-43.3% | $4,156-68.9% |
| Participant deferral / active EE | $2,568 | $4,640-44.7% | $4,048-36.6% | $6,407-59.9% |
| Admin fee / account holder | $2 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |