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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 | $9,511 | $101,618-90.6% | $93,063-89.8% | $137,256-93.1% |
| Participation rate | 76.9% | 74.9%+2.0pp | 72.1%+4.8pp | 80.0%-3.0pp |
| Annual return | 19.63% | 223.95%-204.3pp | 34.15%-14.5pp | 220.34%-200.7pp |
| Employer contribution / active EE | $557 | $2,707-79.4% | $2,476-77.5% | $4,156-86.6% |
| Participant deferral / active EE | $2,409 | $4,279-43.7% | $3,958-39.1% | $6,407-62.4% |
| Admin fee / account holder | $191 | $6,198-96.9% | $6,033-96.8% | $12,270-98.4% |