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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 | $13,579 | $81,696-83.4% | $70,494-80.7% | $158,982-91.5% |
| Participation rate | 76.9% | 77.7%-0.8pp | 75.1%+1.9pp | 82.0%-5.0pp |
| Annual return | 13.14% | 208.70%-195.6pp | 109.16%-96.0pp | 302.99%-289.8pp |
| Employer contribution / active EE | $2,120 | $3,220-34.2% | $2,738-22.6% | $4,763-55.5% |
| Participant deferral / active EE | $1,218 | $4,558-73.3% | $3,711-67.2% | $5,983-79.6% |
| Admin fee / account holder | $41 | $6,200-99.3% | $3,848-98.9% | $11,252-99.6% |