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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 | $11,295 | $172,111-93.4% | $150,298-92.5% | $137,256-91.8% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 16.17% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,418 | $4,636-69.4% | $4,154-65.9% | $4,156-65.9% |
| Participant deferral / active EE | $2,881 | $6,166-53.3% | $5,453-47.2% | $6,407-55.0% |
| Admin fee / account holder | $250 | $16,471-98.5% | $14,116-98.2% | $12,270-98.0% |