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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 | $13,792 | $97,125-85.8% | $86,233-84.0% | $137,256-90.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 25.90% | 74.19%-48.3pp | 61.39%-35.5pp | 220.34%-194.4pp |
| Employer contribution / active EE | $1,665 | $2,841-41.4% | $2,504-33.5% | $4,156-59.9% |
| Participant deferral / active EE | $3,762 | $5,180-27.4% | $4,559-17.5% | $6,407-41.3% |
| Admin fee / account holder | $74 | $9,725-99.2% | $8,342-99.1% | $12,270-99.4% |