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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 | $5,787 | $69,118-91.6% | $53,647-89.2% | $138,895-95.8% |
| Participation rate | 93.3% | 64.0%+29.4pp | 56.3%+37.1pp | 79.9%+13.4pp |
| Annual return | 18.71% | 248.26%-229.6pp | 358.33%-339.6pp | 145.39%-126.7pp |
| Employer contribution / active EE | $215 | $1,189-81.9% | $962-77.6% | $4,194-94.9% |
| Participant deferral / active EE | $1,629 | $2,274-28.4% | $1,813-10.2% | $6,396-74.5% |
| Admin fee / account holder | $283 | $2,724-89.6% | $2,460-88.5% | $12,562-97.7% |