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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 | $13,257 | $111,878-88.2% | $93,727-85.9% | $145,897-90.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 12.18% | 204.28%-192.1pp | 133.83%-121.6pp | 552.29%-540.1pp |
| Employer contribution / active EE | $775 | $3,092-74.9% | $2,421-68.0% | $4,663-83.4% |
| Participant deferral / active EE | $2,673 | $4,920-45.7% | $4,417-39.5% | $6,689-60.0% |
| Admin fee / account holder | $130 | $10,256-98.7% | $8,292-98.4% | $13,390-99.0% |