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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 | $50,025 | $125,184-60.0% | $105,607-52.6% | $145,884-65.7% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.0pp |
| Annual return | 13.55% | 225.00%-211.5pp | 116.11%-102.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $1,317 | $3,720-64.6% | $3,167-58.4% | $4,662-71.8% |
| Participant deferral / active EE | $9,133 | $5,714+59.8% | $5,011+82.3% | $6,690+36.5% |
| Admin fee / account holder | $185 | $17,133-98.9% | $10,958-98.3% | $13,392-98.6% |