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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 | $12,390 | $97,125-87.2% | $86,233-85.6% | $137,256-91.0% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.0%+15.6pp | 80.0%+4.7pp |
| Annual return | 12.79% | 74.19%-61.4pp | 61.39%-48.6pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,601 | $2,841-43.6% | $2,504-36.1% | $4,156-61.5% |
| Participant deferral / active EE | $3,791 | $5,180-26.8% | $4,559-16.8% | $6,407-40.8% |
| Admin fee / account holder | $288 | $9,725-97.0% | $8,342-96.5% | $12,270-97.7% |