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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 | $7,096 | $69,118-89.7% | $53,647-86.8% | $138,895-94.9% |
| Participation rate | 75.0% | 64.0%+11.0pp | 56.3%+18.7pp | 79.9%-4.9pp |
| Annual return | 17.15% | 248.26%-231.1pp | 358.33%-341.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $629 | $1,189-47.1% | $962-34.6% | $4,194-85.0% |
| Participant deferral / active EE | $994 | $2,274-56.3% | $1,813-45.2% | $6,396-84.5% |
| Admin fee / account holder | $218 | $2,724-92.0% | $2,460-91.2% | $12,562-98.3% |