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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 | $13,324 | $99,053-86.5% | $88,179-84.9% | $138,895-90.4% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.1%+22.5pp | 79.9%+11.7pp |
| Annual return | 18.04% | 78.17%-60.1pp | 64.97%-46.9pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,288 | $2,882-55.3% | $2,549-49.5% | $4,194-69.3% |
| Participant deferral / active EE | $2,224 | $5,225-57.4% | $4,614-51.8% | $6,396-65.2% |
| Admin fee / account holder | $15 | $8,748-99.8% | $7,673-99.8% | $12,562-99.9% |