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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 | $24,905 | $108,212-77.0% | $77,513-67.9% | $158,966-84.3% |
| Participation rate | 83.3% | 64.4%+18.9pp | 54.2%+29.1pp | 82.0%+1.4pp |
| Annual return | 12.86% | 31.67%-18.8pp | 54.81%-41.9pp | 302.95%-290.1pp |
| Employer contribution / active EE | $2,839 | $1,325+114.3% | $987+187.8% | $4,762-40.4% |
| Participant deferral / active EE | $3,105 | $2,455+26.5% | $1,861+66.8% | $5,983-48.1% |
| Admin fee / account holder | $224 | $3,709-94.0% | $2,859-92.2% | $11,250-98.0% |