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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 | $99,053-86.1% | $88,179-84.4% | $138,895-90.1% |
| Participation rate | 78.6% | 74.2%+4.3pp | 69.1%+9.4pp | 79.9%-1.3pp |
| Annual return | 21.32% | 78.17%-56.8pp | 64.97%-43.6pp | 145.39%-124.1pp |
| Employer contribution / active EE | $805 | $2,882-72.1% | $2,549-68.4% | $4,194-80.8% |
| Participant deferral / active EE | $1,646 | $5,225-68.5% | $4,614-64.3% | $6,396-74.3% |
| Admin fee / account holder | $12 | $8,748-99.9% | $7,673-99.9% | $12,562-99.9% |