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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 | $15,112 | $69,118-78.1% | $53,647-71.8% | $138,895-89.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 19.40% | 248.26%-228.9pp | 358.33%-338.9pp | 145.39%-126.0pp |
| Employer contribution / active EE | $995 | $1,189-16.4% | $962+3.4% | $4,194-76.3% |
| Participant deferral / active EE | $2,333 | $2,274+2.6% | $1,813+28.7% | $6,396-63.5% |
| Admin fee / account holder | $103 | $2,724-96.2% | $2,460-95.8% | $12,562-99.2% |