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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 | $108,882-80.4% | $96,754-77.9% | $154,746-86.2% |
| Participation rate | 78.6% | 75.1%+3.5pp | 70.3%+8.3pp | 80.7%-2.1pp |
| Annual return | 16.76% | 98.39%-81.6pp | 82.04%-65.3pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,750 | $3,018-42.0% | $2,679-34.7% | $4,379-60.0% |
| Participant deferral / active EE | $2,351 | $5,323-55.8% | $4,758-50.6% | $6,730-65.1% |
| Admin fee / account holder | $20 | $10,200-99.8% | $8,905-99.8% | $14,365-99.9% |