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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 | $14,846 | $154,754-90.4% | $124,206-88.0% | $138,895-89.3% |
| Participation rate | 76.2% | 75.5%+0.7pp | 69.6%+6.6pp | 79.9%-3.7pp |
| Annual return | 18.71% | 709.28%-690.6pp | 515.27%-496.6pp | 145.39%-126.7pp |
| Employer contribution / active EE | $578 | $4,446-87.0% | $3,540-83.7% | $4,194-86.2% |
| Participant deferral / active EE | $1,678 | $4,621-63.7% | $3,968-57.7% | $6,396-73.8% |
| Admin fee / account holder | $199 | $6,690-97.0% | $5,929-96.6% | $12,562-98.4% |