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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 | $7,722 | $100,139-92.3% | $85,187-90.9% | $145,884-94.7% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 10.08% | 84.15%-74.1pp | 66.67%-56.6pp | 551.85%-541.8pp |
| Employer contribution / active EE | $776 | $3,238-76.0% | $2,732-71.6% | $4,662-83.4% |
| Participant deferral / active EE | $1,469 | $5,296-72.3% | $4,525-67.5% | $6,690-78.0% |
| Admin fee / account holder | $25 | $7,262-99.7% | $6,162-99.6% | $13,392-99.8% |