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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 | $12,788 | $99,053-87.1% | $88,179-85.5% | $138,895-90.8% |
| Participation rate | 77.8% | 74.2%+3.5pp | 69.1%+8.6pp | 79.9%-2.1pp |
| Annual return | 12.60% | 78.17%-65.6pp | 64.97%-52.4pp | 145.39%-132.8pp |
| Employer contribution / active EE | $1,385 | $2,882-51.9% | $2,549-45.7% | $4,194-67.0% |
| Participant deferral / active EE | $2,620 | $5,225-49.9% | $4,614-43.2% | $6,396-59.0% |
| Admin fee / account holder | $206 | $8,748-97.6% | $7,673-97.3% | $12,562-98.4% |