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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 | $14,843 | $107,941-86.2% | $91,994-83.9% | $152,909-90.3% |
| Participation rate | 80.0% | 81.2%-1.2pp | 78.6%+1.4pp | 82.5%-2.5pp |
| Annual return | 33.80% | 89.28%-55.5pp | 69.04%-35.2pp | 345.46%-311.7pp |
| Employer contribution / active EE | $553 | $4,212-86.9% | $3,453-84.0% | $4,764-88.4% |
| Participant deferral / active EE | $8,203 | $6,366+28.9% | $5,924+38.5% | $5,851+40.2% |
| Admin fee / account holder | $217 | $10,521-97.9% | $7,744-97.2% | $11,601-98.1% |