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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 | $10,020 | $97,125-89.7% | $86,233-88.4% | $137,256-92.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 30.70% | 74.19%-43.5pp | 61.39%-30.7pp | 220.34%-189.6pp |
| Employer contribution / active EE | $1,745 | $2,841-38.6% | $2,504-30.3% | $4,156-58.0% |
| Participant deferral / active EE | $2,338 | $5,180-54.9% | $4,559-48.7% | $6,407-63.5% |
| Admin fee / account holder | $43 | $9,725-99.6% | $8,342-99.5% | $12,270-99.7% |