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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 | $8,048 | $110,093-92.7% | $97,295-91.7% | $145,897-94.5% |
| Participation rate | 86.7% | 75.9%+10.8pp | 72.7%+14.0pp | 80.3%+6.4pp |
| Annual return | 8.34% | 244.76%-236.4pp | 75.62%-67.3pp | 552.29%-544.0pp |
| Employer contribution / active EE | $973 | $3,077-68.4% | $2,723-64.3% | $4,663-79.1% |
| Participant deferral / active EE | $1,755 | $4,678-62.5% | $4,264-58.8% | $6,689-73.8% |
| Admin fee / account holder | $92 | $6,212-98.5% | $5,646-98.4% | $13,390-99.3% |