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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 | $7,423 | $69,252-89.3% | $64,099-88.4% | $139,456-94.7% |
| Participation rate | 86.4% | 75.6%+10.8pp | 72.3%+14.1pp | 80.3%+6.0pp |
| Annual return | 19.79% | 45.89%-26.1pp | 33.70%-13.9pp | 373.45%-353.7pp |
| Employer contribution / active EE | $685 | $3,184-78.5% | $2,748-75.1% | $4,753-85.6% |
| Participant deferral / active EE | $1,740 | $4,683-62.8% | $3,881-55.2% | $6,711-74.1% |
| Admin fee / account holder | $25 | $4,248-99.4% | $3,070-99.2% | $11,407-99.8% |