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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 | $8,982 | $162,529-94.5% | $130,788-93.1% | $154,746-94.2% |
| Participation rate | 84.2% | 75.9%+8.4pp | 70.1%+14.1pp | 80.7%+3.5pp |
| Annual return | 23.40% | 510.48%-487.1pp | 386.44%-363.0pp | 172.34%-148.9pp |
| Employer contribution / active EE | $1,214 | $4,447-72.7% | $3,558-65.9% | $4,379-72.3% |
| Participant deferral / active EE | $1,139 | $4,808-76.3% | $4,137-72.5% | $6,730-83.1% |
| Admin fee / account holder | $48 | $7,669-99.4% | $6,673-99.3% | $14,365-99.7% |