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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 | $18,706 | $175,231-89.3% | $149,696-87.5% | $139,466-86.6% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 13.61% | 166.77%-153.2pp | 134.46%-120.8pp | 373.66%-360.0pp |
| Employer contribution / active EE | $1,472 | $5,478-73.1% | $4,821-69.5% | $4,754-69.0% |
| Participant deferral / active EE | $3,263 | $6,521-50.0% | $5,682-42.6% | $6,712-51.4% |
| Admin fee / account holder | $174 | $16,155-98.9% | $13,212-98.7% | $11,409-98.5% |