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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 | $18,198 | $110,337-83.5% | $102,383-82.2% | $145,877-87.5% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 13.52% | 24.83%-11.3pp | 24.94%-11.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $1,965 | $4,216-53.4% | $3,870-49.2% | $4,663-57.8% |
| Participant deferral / active EE | $2,625 | $5,621-53.3% | $5,060-48.1% | $6,691-60.8% |
| Admin fee / account holder | $102 | $9,750-99.0% | $8,391-98.8% | $13,402-99.2% |