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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 | $11,441 | $112,729-89.9% | $98,716-88.4% | $137,256-91.7% |
| Participation rate | 95.2% | 74.2%+21.0pp | 69.3%+25.9pp | 80.0%+15.3pp |
| Annual return | 25.09% | 38.48%-13.4pp | 31.81%-6.7pp | 220.34%-195.2pp |
| Employer contribution / active EE | $1,456 | $2,725-46.6% | $2,279-36.1% | $4,156-65.0% |
| Participant deferral / active EE | $1,884 | $4,640-59.4% | $4,048-53.5% | $6,407-70.6% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |