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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 | $10,228 | $51,638-80.2% | $129,406-92.1% | $80,959-87.4% |
| Participation rate | 92.0% | 56.9%+35.1pp | 69.6%+22.4pp | 67.7%+24.3pp |
| Annual return | 15.36% | 20.78%-5.4pp | 9468.18%-9452.8pp | 35.67%-20.3pp |
| Employer contribution / active EE | $796 | $1,584-49.7% | $4,155-80.8% | $2,757-71.1% |
| Participant deferral / active EE | $2,736 | $2,670+2.5% | $4,167-34.3% | $4,300-36.4% |
| Admin fee / account holder | $259 | $4,313-94.0% | $7,689-96.6% | $6,925-96.3% |