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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 | $23,127 | $111,830-79.3% | $93,696-75.3% | $145,884-84.1% |
| Participation rate | 84.6% | 74.2%+10.4pp | 68.7%+15.9pp | 80.3%+4.3pp |
| Annual return | 16.36% | 204.08%-187.7pp | 133.74%-117.4pp | 551.85%-535.5pp |
| Employer contribution / active EE | $1,911 | $3,093-38.2% | $2,422-21.1% | $4,662-59.0% |
| Participant deferral / active EE | $6,448 | $4,920+31.1% | $4,417+46.0% | $6,690-3.6% |
| Admin fee / account holder | $14 | $10,249-99.9% | $8,287-99.8% | $13,392-99.9% |