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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 | $15,780 | $100,073-84.2% | $85,126-81.5% | $145,877-89.2% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 11.38% | 84.11%-72.7pp | 66.63%-55.3pp | 551.28%-539.9pp |
| Employer contribution / active EE | $1,418 | $3,236-56.2% | $2,731-48.1% | $4,663-69.6% |
| Participant deferral / active EE | $1,620 | $5,294-69.4% | $4,523-64.2% | $6,691-75.8% |
| Admin fee / account holder | $81 | $7,261-98.9% | $6,160-98.7% | $13,402-99.4% |