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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 | $111,814-87.5% | $103,378-86.5% | $145,978-90.4% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 12.30% | 24.80%-12.5pp | 24.91%-12.6pp | 550.52%-538.2pp |
| Employer contribution / active EE | $1,432 | $4,215-66.0% | $3,870-63.0% | $4,662-69.3% |
| Participant deferral / active EE | $1,917 | $5,618-65.9% | $5,058-62.1% | $6,690-71.3% |
| Admin fee / account holder | $68 | $9,764-99.3% | $8,401-99.2% | $13,400-99.5% |