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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 | $14,757 | $97,125-84.8% | $86,233-82.9% | $137,256-89.2% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.0%+25.4pp | 80.0%+14.5pp |
| Annual return | 24.85% | 74.19%-49.3pp | 61.39%-36.5pp | 220.34%-195.5pp |
| Employer contribution / active EE | $1,213 | $2,841-57.3% | $2,504-51.6% | $4,156-70.8% |
| Participant deferral / active EE | $3,334 | $5,180-35.6% | $4,559-26.9% | $6,407-48.0% |
| Admin fee / account holder | $66 | $9,725-99.3% | $8,342-99.2% | $12,270-99.5% |