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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 | $13,714 | $125,778-89.1% | $114,563-88.0% | $154,746-91.1% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.9%+14.6pp | 80.7%+6.8pp |
| Annual return | 18.58% | 295.14%-276.6pp | 241.09%-222.5pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,428 | $2,806-49.1% | $2,592-44.9% | $4,379-67.4% |
| Participant deferral / active EE | $3,508 | $4,445-21.1% | $4,142-15.3% | $6,730-47.9% |
| Admin fee / account holder | $253 | $8,190-96.9% | $7,623-96.7% | $14,365-98.2% |