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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 | $11,705 | $110,303-89.4% | $95,759-87.8% | $139,487-91.6% |
| Participation rate | 87.0% | 75.7%+11.2pp | 72.3%+14.7pp | 80.3%+6.6pp |
| Annual return | 35.24% | 27.19%+8.0pp | 28.42%+6.8pp | 373.84%-338.6pp |
| Employer contribution / active EE | $6,004 | $3,261+84.1% | $2,836+111.7% | $4,755+26.3% |
| Participant deferral / active EE | $10,459 | $4,674+123.7% | $4,244+146.5% | $6,713+55.8% |
| Admin fee / account holder | $119 | $6,615-98.2% | $5,678-97.9% | $11,407-99.0% |