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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 | $16,081 | $129,737-87.6% | $119,126-86.5% | $154,746-89.6% |
| Participation rate | 76.9% | 78.9%-1.9pp | 75.8%+1.2pp | 80.7%-3.8pp |
| Annual return | 12.69% | 379.08%-366.4pp | 282.11%-269.4pp | 172.34%-159.7pp |
| Employer contribution / active EE | $1,223 | $4,375-72.1% | $4,034-69.7% | $4,379-72.1% |
| Participant deferral / active EE | $2,380 | $5,842-59.3% | $5,318-55.2% | $6,730-64.6% |
| Admin fee / account holder | $181 | $11,961-98.5% | $10,693-98.3% | $14,365-98.7% |