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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 | $13,498 | $102,938-86.9% | $94,105-85.7% | $138,895-90.3% |
| Participation rate | 83.3% | 74.6%+8.7pp | 71.9%+11.4pp | 79.9%+3.4pp |
| Annual return | 18.89% | 250.28%-231.4pp | 204.55%-185.7pp | 145.39%-126.5pp |
| Employer contribution / active EE | $864 | $2,732-68.4% | $2,504-65.5% | $4,194-79.4% |
| Participant deferral / active EE | $2,828 | $4,196-32.6% | $3,881-27.1% | $6,396-55.8% |
| Admin fee / account holder | $81 | $6,600-98.8% | $6,199-98.7% | $12,562-99.4% |