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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 | $25,256 | $90,486-72.1% | $78,676-67.9% | $273,972-90.8% |
| Participation rate | 84.6% | 76.5%+8.1pp | 73.6%+11.1pp | 83.0%+1.6pp |
| Annual return | 3.78% | 75.62%-71.8pp | 62.19%-58.4pp | 41.46%-37.7pp |
| Employer contribution / active EE | $250 | $3,175-92.1% | $2,850-91.2% | $4,869-94.9% |
| Participant deferral / active EE | $1,445 | $3,901-63.0% | $3,517-58.9% | $5,287-72.7% |
| Admin fee / account holder | $225 | $5,263-95.7% | $4,510-95.0% | $10,133-97.8% |