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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 | $17,808 | $95,415-81.3% | $185,851-90.4% | $85,851-79.3% |
| Participation rate | 81.8% | 68.8%+13.1pp | 81.7%+0.1pp | 69.3%+12.5pp |
| Annual return | 14.87% | 23.59%-8.7pp | 122.11%-107.2pp | 318.63%-303.8pp |
| Employer contribution / active EE | $858 | $3,314-74.1% | $5,168-83.4% | $2,565-66.5% |
| Participant deferral / active EE | $2,243 | $3,424-34.5% | $5,569-59.7% | $3,952-43.3% |
| Admin fee / account holder | $296 | $7,215-95.9% | $16,245-98.2% | $6,261-95.3% |