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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 | $9,200 | $109,908-91.6% | $97,161-90.5% | $145,978-93.7% |
| Participation rate | 95.0% | 75.9%+19.1pp | 72.7%+22.3pp | 80.3%+14.7pp |
| Annual return | 14.24% | 243.80%-229.6pp | 75.36%-61.1pp | 550.52%-536.3pp |
| Employer contribution / active EE | $954 | $3,077-69.0% | $2,723-65.0% | $4,662-79.5% |
| Participant deferral / active EE | $3,851 | $4,679-17.7% | $4,265-9.7% | $6,690-42.4% |
| Admin fee / account holder | $80 | $6,213-98.7% | $5,647-98.6% | $13,400-99.4% |