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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 | $14,633 | $106,247-86.2% | $96,515-84.8% | $139,466-89.5% |
| Participation rate | 95.0% | 77.8%+17.2pp | 74.3%+20.7pp | 80.3%+14.7pp |
| Annual return | 19.50% | 38.47%-19.0pp | 35.73%-16.2pp | 373.66%-354.2pp |
| Employer contribution / active EE | $2,145 | $4,106-47.7% | $3,740-42.6% | $4,754-54.9% |
| Participant deferral / active EE | $3,568 | $5,456-34.6% | $4,880-26.9% | $6,712-46.8% |
| Admin fee / account holder | $203 | $7,885-97.4% | $6,735-97.0% | $11,409-98.2% |