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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 | $16,526 | $77,920-78.8% | $149,723-89.0% | $75,177-78.0% |
| Participation rate | 88.9% | 65.6%+23.3pp | 78.8%+10.1pp | 67.2%+21.7pp |
| Annual return | 22.15% | 31.72%-9.6pp | 134.50%-112.4pp | 160.75%-138.6pp |
| Employer contribution / active EE | $1,060 | $3,138-66.2% | $4,821-78.0% | $2,671-60.3% |
| Participant deferral / active EE | $3,202 | $3,411-6.1% | $5,682-43.7% | $4,126-22.4% |
| Admin fee / account holder | $264 | $5,951-95.6% | $13,215-98.0% | $5,651-95.3% |