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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 | $19,183 | $106,247-81.9% | $96,515-80.1% | $139,466-86.2% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.6pp |
| Annual return | 16.79% | 38.47%-21.7pp | 35.73%-18.9pp | 373.66%-356.9pp |
| Employer contribution / active EE | $1,058 | $4,106-74.2% | $3,740-71.7% | $4,754-77.7% |
| Participant deferral / active EE | $1,693 | $5,456-69.0% | $4,880-65.3% | $6,712-74.8% |
| Admin fee / account holder | $229 | $7,885-97.1% | $6,735-96.6% | $11,409-98.0% |