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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 | $9,539 | $75,541-87.4% | $152,093-93.7% | $82,637-88.5% |
| Participation rate | 90.3% | 66.5%+23.8pp | 77.8%+12.6pp | 68.1%+22.3pp |
| Annual return | 51.55% | 32.56%+19.0pp | 66.36%-14.8pp | 53.51%-2.0pp |
| Employer contribution / active EE | $1,947 | $2,622-25.8% | $4,175-53.4% | $2,552-23.7% |
| Participant deferral / active EE | $3,276 | $3,206+2.2% | $5,451-39.9% | $4,126-20.6% |
| Admin fee / account holder | $275 | $6,405-95.7% | $14,497-98.1% | $7,339-96.3% |