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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 | $10,879 | $69,274-84.3% | $64,097-83.0% | $139,487-92.2% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 19.55% | 46.00%-26.4pp | 33.75%-14.2pp | 373.84%-354.3pp |
| Employer contribution / active EE | $976 | $3,187-69.4% | $2,750-64.5% | $4,755-79.5% |
| Participant deferral / active EE | $3,815 | $4,685-18.6% | $3,881-1.7% | $6,713-43.2% |
| Admin fee / account holder | $35 | $4,247-99.2% | $3,070-98.9% | $11,407-99.7% |