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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 | $14,672 | $108,912-86.5% | $100,383-85.4% | $145,959-89.9% |
| Participation rate | 92.9% | 83.0%+9.9pp | 81.5%+11.4pp | 80.3%+12.6pp |
| Annual return | 25.91% | 57.96%-32.1pp | 49.26%-23.3pp | 561.95%-536.0pp |
| Employer contribution / active EE | $2,055 | $4,423-53.5% | $3,944-47.9% | $4,661-55.9% |
| Participant deferral / active EE | $2,939 | $8,451-65.2% | $8,086-63.7% | $6,689-56.1% |
| Admin fee / account holder | $128 | $9,690-98.7% | $7,900-98.4% | $13,398-99.0% |