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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 | $7,237 | $101,618-92.9% | $93,063-92.2% | $137,256-94.7% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 21.11% | 223.95%-202.8pp | 34.15%-13.0pp | 220.34%-199.2pp |
| Employer contribution / active EE | $461 | $2,707-83.0% | $2,476-81.4% | $4,156-88.9% |
| Participant deferral / active EE | $1,033 | $4,279-75.9% | $3,958-73.9% | $6,407-83.9% |
| Admin fee / account holder | $28 | $6,198-99.6% | $6,033-99.5% | $12,270-99.8% |