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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 | $19,980 | $117,829-83.0% | $102,423-80.5% | $145,877-86.3% |
| Participation rate | 91.3% | 78.6%+12.7pp | 76.5%+14.8pp | 80.3%+11.0pp |
| Annual return | 11.89% | 31.83%-19.9pp | 29.42%-17.5pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,416 | $3,615-60.8% | $3,023-53.2% | $4,663-69.6% |
| Participant deferral / active EE | $3,473 | $5,732-39.4% | $5,054-31.3% | $6,691-48.1% |
| Admin fee / account holder | $95 | $13,335-99.3% | $9,455-99.0% | $13,402-99.3% |