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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 | $232,333 | $755,339-69.2% | $379,746-38.8% | $158,950+46.2% |
| Participation rate | 71.4% | 81.8%-10.3pp | 78.4%-7.0pp | 82.0%-10.5pp |
| Annual return | 11.01% | 53.41%-42.4pp | 34.90%-23.9pp | 302.91%-291.9pp |
| Employer contribution / active EE | $960 | $4,685-79.5% | $3,540-72.9% | $4,762-79.8% |
| Participant deferral / active EE | $12,378 | $7,938+55.9% | $6,024+105.5% | $5,983+106.9% |
| Admin fee / account holder | $0 | $14,482-100.0% | $7,927-100.0% | $11,248-100.0% |