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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 | $18,416 | $111,830-83.5% | $93,696-80.3% | $145,884-87.4% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 13.37% | 204.08%-190.7pp | 133.74%-120.4pp | 551.85%-538.5pp |
| Employer contribution / active EE | $1,770 | $3,093-42.8% | $2,422-26.9% | $4,662-62.0% |
| Participant deferral / active EE | $2,980 | $4,920-39.4% | $4,417-32.5% | $6,690-55.4% |
| Admin fee / account holder | $163 | $10,249-98.4% | $8,287-98.0% | $13,392-98.8% |