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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 | $14,636 | $101,618-85.6% | $93,063-84.3% | $137,256-89.3% |
| Participation rate | 90.0% | 74.9%+15.1pp | 72.1%+17.9pp | 80.0%+10.0pp |
| Annual return | 21.68% | 223.95%-202.3pp | 34.15%-12.5pp | 220.34%-198.7pp |
| Employer contribution / active EE | $882 | $2,707-67.4% | $2,476-64.4% | $4,156-78.8% |
| Participant deferral / active EE | $1,328 | $4,279-69.0% | $3,958-66.5% | $6,407-79.3% |
| Admin fee / account holder | $55 | $6,198-99.1% | $6,033-99.1% | $12,270-99.6% |