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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 | $11,955 | $97,125-87.7% | $86,233-86.1% | $137,256-91.3% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.0%+3.7pp | 80.0%-7.2pp |
| Annual return | 22.85% | 74.19%-51.3pp | 61.39%-38.5pp | 220.34%-197.5pp |
| Employer contribution / active EE | $619 | $2,841-78.2% | $2,504-75.3% | $4,156-85.1% |
| Participant deferral / active EE | $1,045 | $5,180-79.8% | $4,559-77.1% | $6,407-83.7% |
| Admin fee / account holder | $1 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |