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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 | $14,002 | $110,410-87.3% | $102,437-86.3% | $145,897-90.4% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 12.30% | 24.85%-12.5pp | 24.95%-12.6pp | 552.29%-540.0pp |
| Employer contribution / active EE | $1,432 | $4,217-66.0% | $3,871-63.0% | $4,663-69.3% |
| Participant deferral / active EE | $1,917 | $5,622-65.9% | $5,060-62.1% | $6,689-71.3% |
| Admin fee / account holder | $68 | $9,745-99.3% | $8,388-99.2% | $13,390-99.5% |