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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 | $16,875 | $51,631-67.3% | $129,397-87.0% | $80,925-79.1% |
| Participation rate | 96.0% | 56.9%+39.1pp | 69.6%+26.4pp | 67.7%+28.3pp |
| Annual return | 11.97% | 20.77%-8.8pp | 9453.98%-9442.0pp | 35.65%-23.7pp |
| Employer contribution / active EE | $554 | $1,583-65.0% | $4,154-86.7% | $2,756-79.9% |
| Participant deferral / active EE | $797 | $2,670-70.1% | $4,167-80.9% | $4,299-81.5% |
| Admin fee / account holder | $99 | $4,309-97.7% | $7,679-98.7% | $6,940-98.6% |