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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 | $11,578 | $110,410-89.5% | $102,437-88.7% | $145,897-92.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 12.86% | 24.85%-12.0pp | 24.95%-12.1pp | 552.29%-539.4pp |
| Employer contribution / active EE | $1,706 | $4,217-59.5% | $3,871-55.9% | $4,663-63.4% |
| Participant deferral / active EE | $2,298 | $5,622-59.1% | $5,060-54.6% | $6,689-65.7% |
| Admin fee / account holder | $25 | $9,745-99.7% | $8,388-99.7% | $13,390-99.8% |