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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 | $18,107 | $97,125-81.4% | $86,233-79.0% | $137,256-86.8% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.0%+23.3pp | 80.0%+12.3pp |
| Annual return | 50.03% | 74.19%-24.2pp | 61.39%-11.4pp | 220.34%-170.3pp |
| Employer contribution / active EE | $1,593 | $2,841-43.9% | $2,504-36.4% | $4,156-61.7% |
| Participant deferral / active EE | $3,000 | $5,180-42.1% | $4,559-34.2% | $6,407-53.2% |
| Admin fee / account holder | $254 | $9,725-97.4% | $8,342-97.0% | $12,270-97.9% |