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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 | $13,502 | $111,878-87.9% | $93,727-85.6% | $145,897-90.7% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 11.51% | 204.28%-192.8pp | 133.83%-122.3pp | 552.29%-540.8pp |
| Employer contribution / active EE | $1,766 | $3,092-42.9% | $2,421-27.1% | $4,663-62.1% |
| Participant deferral / active EE | $2,562 | $4,920-47.9% | $4,417-42.0% | $6,689-61.7% |
| Admin fee / account holder | $188 | $10,256-98.2% | $8,292-97.7% | $13,390-98.6% |