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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 | $14,636 | $125,778-88.4% | $114,563-87.2% | $154,746-90.5% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.9%+17.1pp | 80.7%+9.3pp |
| Annual return | 21.68% | 295.14%-273.5pp | 241.09%-219.4pp | 172.34%-150.7pp |
| Employer contribution / active EE | $882 | $2,806-68.6% | $2,592-66.0% | $4,379-79.9% |
| Participant deferral / active EE | $1,328 | $4,445-70.1% | $4,142-67.9% | $6,730-80.3% |
| Admin fee / account holder | $55 | $8,190-99.3% | $7,623-99.3% | $14,365-99.6% |