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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 | $13,922 | $111,535-87.5% | $105,223-86.8% | $137,256-89.9% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 23.01% | 237.85%-214.8pp | 180.65%-157.6pp | 220.34%-197.3pp |
| Employer contribution / active EE | $1,166 | $3,939-70.4% | $3,689-68.4% | $4,156-72.0% |
| Participant deferral / active EE | $2,558 | $5,500-53.5% | $5,072-49.6% | $6,407-60.1% |
| Admin fee / account holder | $294 | $9,721-97.0% | $8,859-96.7% | $12,270-97.6% |