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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 | $5,393 | $23,330-76.9% | $64,489-91.6% | $82,448-93.5% |
| Participation rate | 90.2% | 68.3%+22.0pp | 67.7%+22.6pp | 68.1%+22.2pp |
| Annual return | 23.45% | 83.66%-60.2pp | 55.03%-31.6pp | 41.64%-18.2pp |
| Employer contribution / active EE | $1,008 | $824+22.2% | $1,523-33.8% | $2,551-60.5% |
| Participant deferral / active EE | $1,257 | $1,707-26.4% | $2,778-54.8% | $4,139-69.6% |
| Admin fee / account holder | $189 | $2,946-93.6% | $4,260-95.6% | $7,234-97.4% |