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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 | $25,980 | $115,810-77.6% | $101,271-74.3% | $158,966-83.7% |
| Participation rate | 84.2% | 79.4%+4.8pp | 75.8%+8.4pp | 82.0%+2.2pp |
| Annual return | 11.35% | 56.15%-44.8pp | 46.48%-35.1pp | 302.95%-291.6pp |
| Employer contribution / active EE | $1,309 | $4,175-68.7% | $3,660-64.2% | $4,762-72.5% |
| Participant deferral / active EE | $3,184 | $4,958-35.8% | $4,371-27.2% | $5,983-46.8% |
| Admin fee / account holder | $117 | $7,248-98.4% | $5,948-98.0% | $11,250-99.0% |