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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 | $11,014 | $51,638-78.7% | $68,368-83.9% | $82,448-86.6% |
| Participation rate | 78.8% | 63.6%+15.2pp | 73.8%+5.0pp | 68.1%+10.7pp |
| Annual return | 17.05% | 37.53%-20.5pp | 292.57%-275.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $640 | $2,047-68.7% | $2,649-75.8% | $2,551-74.9% |
| Participant deferral / active EE | $1,611 | $2,914-44.7% | $4,123-60.9% | $4,139-61.1% |
| Admin fee / account holder | $284 | $4,643-93.9% | $5,150-94.5% | $7,234-96.1% |