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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 | $8,526 | $96,388-91.2% | $80,627-89.4% | $139,466-93.9% |
| Participation rate | 90.9% | 73.6%+17.3pp | 67.0%+23.9pp | 80.3%+10.6pp |
| Annual return | 20.48% | 1352.08%-1331.6pp | 936.76%-916.3pp | 373.66%-353.2pp |
| Employer contribution / active EE | $1,268 | $3,260-61.1% | $2,723-53.4% | $4,754-73.3% |
| Participant deferral / active EE | $1,939 | $5,224-62.9% | $4,443-56.3% | $6,712-71.1% |
| Admin fee / account holder | $83 | $6,603-98.7% | $5,381-98.5% | $11,409-99.3% |