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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 | $13,772 | $97,125-85.8% | $86,233-84.0% | $137,256-90.0% |
| Participation rate | 78.6% | 74.2%+4.4pp | 69.0%+9.6pp | 80.0%-1.4pp |
| Annual return | 21.32% | 74.19%-52.9pp | 61.39%-40.1pp | 220.34%-199.0pp |
| Employer contribution / active EE | $805 | $2,841-71.7% | $2,504-67.8% | $4,156-80.6% |
| Participant deferral / active EE | $1,646 | $5,180-68.2% | $4,559-63.9% | $6,407-74.3% |
| Admin fee / account holder | $12 | $9,725-99.9% | $8,342-99.9% | $12,270-99.9% |