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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 | $99,053-89.9% | $88,179-88.6% | $138,895-92.8% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.1%+10.9pp | 79.9%+0.1pp |
| Annual return | 30.70% | 78.17%-47.5pp | 64.97%-34.3pp | 145.39%-114.7pp |
| Employer contribution / active EE | $1,745 | $2,882-39.5% | $2,549-31.6% | $4,194-58.4% |
| Participant deferral / active EE | $2,338 | $5,225-55.2% | $4,614-49.3% | $6,396-63.4% |
| Admin fee / account holder | $43 | $8,748-99.5% | $7,673-99.4% | $12,562-99.7% |