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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 | $24,247 | $105,145-76.9% | $94,664-74.4% | $139,466-82.6% |
| Participation rate | 85.7% | 82.4%+3.3pp | 80.8%+4.9pp | 80.3%+5.4pp |
| Annual return | 20.50% | 38.09%-17.6pp | 156.84%-136.3pp | 373.66%-353.2pp |
| Employer contribution / active EE | $1,658 | $4,107-59.6% | $3,673-54.9% | $4,754-65.1% |
| Participant deferral / active EE | $12,985 | $7,599+70.9% | $7,417+75.1% | $6,712+93.5% |
| Admin fee / account holder | $83 | $8,972-99.1% | $7,222-98.9% | $11,409-99.3% |