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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 | $10,020 | $60,442-83.4% | $96,754-89.6% | $87,485-88.5% |
| Participation rate | 90.9% | 58.7%+32.2pp | 70.3%+20.6pp | 68.9%+22.0pp |
| Annual return | 22.60% | 21.97%+0.6pp | 82.04%-59.4pp | 26.06%-3.5pp |
| Employer contribution / active EE | $1,903 | $1,691+12.5% | $2,679-29.0% | $2,596-26.7% |
| Participant deferral / active EE | $1,904 | $3,280-42.0% | $4,758-60.0% | $4,274-55.5% |
| Admin fee / account holder | $203 | $5,069-96.0% | $8,905-97.7% | $7,775-97.4% |