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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 | $58,141 | $99,079-41.3% | $78,002-25.5% | $273,972-78.8% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.5%+10.2pp | 83.0%+2.7pp |
| Annual return | 9.30% | 217.93%-208.6pp | 425.99%-416.7pp | 41.46%-32.2pp |
| Employer contribution / active EE | $714 | $3,308-78.4% | $2,470-71.1% | $4,869-85.3% |
| Participant deferral / active EE | $9,450 | $4,306+119.4% | $3,497+170.2% | $5,287+78.7% |
| Admin fee / account holder | $16 | $8,954-99.8% | $5,481-99.7% | $10,133-99.8% |