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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 | $17,146 | $110,379-84.5% | $102,412-83.3% | $145,884-88.2% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 9.41% | 24.84%-15.4pp | 24.94%-15.5pp | 551.85%-542.4pp |
| Employer contribution / active EE | $1,412 | $4,216-66.5% | $3,870-63.5% | $4,662-69.7% |
| Participant deferral / active EE | $2,041 | $5,622-63.7% | $5,060-59.7% | $6,690-69.5% |
| Admin fee / account holder | $110 | $9,745-98.9% | $8,388-98.7% | $13,392-99.2% |