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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 | $23,413 | $100,203-76.6% | $85,240-72.5% | $145,897-84.0% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 20.90% | 84.28%-63.4pp | 66.75%-45.8pp | 552.29%-531.4pp |
| Employer contribution / active EE | $989 | $3,242-69.5% | $2,735-63.8% | $4,663-78.8% |
| Participant deferral / active EE | $1,292 | $5,299-75.6% | $4,527-71.5% | $6,689-80.7% |
| Admin fee / account holder | $94 | $7,265-98.7% | $6,165-98.5% | $13,390-99.3% |