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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 | $23,534 | $123,412-80.9% | $69,460-66.1% | $145,978-83.9% |
| Participation rate | 83.3% | 69.2%+14.1pp | 66.4%+16.9pp | 80.3%+3.0pp |
| Annual return | 13.11% | 191.25%-178.1pp | 100.80%-87.7pp | 550.52%-537.4pp |
| Employer contribution / active EE | $1,579 | $2,684-41.2% | $1,714-7.9% | $4,662-66.1% |
| Participant deferral / active EE | $9,636 | $4,240+127.3% | $2,890+233.5% | $6,690+44.0% |
| Admin fee / account holder | $102 | $7,816-98.7% | $4,695-97.8% | $13,400-99.2% |