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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 | $21,394 | $97,125-78.0% | $86,233-75.2% | $137,256-84.4% |
| Participation rate | 78.6% | 74.2%+4.4pp | 69.0%+9.6pp | 80.0%-1.4pp |
| Annual return | 16.76% | 74.19%-57.4pp | 61.39%-44.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,750 | $2,841-38.4% | $2,504-30.1% | $4,156-57.9% |
| Participant deferral / active EE | $2,351 | $5,180-54.6% | $4,559-48.4% | $6,407-63.3% |
| Admin fee / account holder | $20 | $9,725-99.8% | $8,342-99.8% | $12,270-99.8% |