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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 | $22,575 | $85,024-73.4% | $70,544-68.0% | $139,466-83.8% |
| Participation rate | 72.7% | 73.9%-1.2pp | 68.4%+4.4pp | 80.3%-7.6pp |
| Annual return | 17.45% | 30.39%-12.9pp | 32.79%-15.3pp | 373.66%-356.2pp |
| Employer contribution / active EE | $1,679 | $3,912-57.1% | $2,976-43.6% | $4,754-64.7% |
| Participant deferral / active EE | $2,222 | $5,891-62.3% | $4,568-51.4% | $6,712-66.9% |
| Admin fee / account holder | $234 | $8,928-97.4% | $6,427-96.4% | $11,409-97.9% |