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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 | $24,201 | $51,642-53.1% | $129,384-81.3% | $80,935-70.1% |
| Participation rate | 76.9% | 56.9%+20.0pp | 69.6%+7.3pp | 67.7%+9.3pp |
| Annual return | 18.01% | 20.78%-2.8pp | 9461.77%-9443.8pp | 35.66%-17.7pp |
| Employer contribution / active EE | $1,469 | $1,583-7.2% | $4,153-64.6% | $2,757-46.7% |
| Participant deferral / active EE | $3,456 | $2,670+29.5% | $4,166-17.0% | $4,299-19.6% |
| Admin fee / account holder | $10 | $4,312-99.8% | $7,686-99.9% | $6,924-99.9% |