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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 | $15,995 | $112,729-85.8% | $98,716-83.8% | $137,256-88.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 25.61% | 38.48%-12.9pp | 31.81%-6.2pp | 220.34%-194.7pp |
| Employer contribution / active EE | $1,329 | $2,725-51.2% | $2,279-41.7% | $4,156-68.0% |
| Participant deferral / active EE | $4,031 | $4,640-13.1% | $4,048-0.4% | $6,407-37.1% |
| Admin fee / account holder | $1 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |