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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 | $4,928 | $23,330-78.9% | $64,489-92.4% | $82,448-94.0% |
| Participation rate | 84.8% | 68.3%+16.6pp | 67.7%+17.2pp | 68.1%+16.8pp |
| Annual return | 19.09% | 83.66%-64.6pp | 55.03%-35.9pp | 41.64%-22.5pp |
| Employer contribution / active EE | $557 | $824-32.5% | $1,523-63.4% | $2,551-78.2% |
| Participant deferral / active EE | $1,306 | $1,707-23.5% | $2,778-53.0% | $4,139-68.5% |
| Admin fee / account holder | $291 | $2,946-90.1% | $4,260-93.2% | $7,234-96.0% |