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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 | $16,777 | $88,778-81.1% | $81,844-79.5% | $145,884-88.5% |
| Participation rate | 76.2% | 75.1%+1.1pp | 72.4%+3.8pp | 80.3%-4.1pp |
| Annual return | 12.78% | 1033.03%-1020.3pp | 778.87%-766.1pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,080 | $3,087-65.0% | $2,916-63.0% | $4,662-76.8% |
| Participant deferral / active EE | $3,337 | $4,648-28.2% | $4,323-22.8% | $6,690-50.1% |
| Admin fee / account holder | $79 | $8,430-99.1% | $7,355-98.9% | $13,392-99.4% |