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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 | $12,688 | $111,535-88.6% | $105,223-87.9% | $137,256-90.8% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 80.0%-10.0pp |
| Annual return | 18.98% | 237.85%-218.9pp | 180.65%-161.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,764 | $3,939-55.2% | $3,689-52.2% | $4,156-57.6% |
| Participant deferral / active EE | $2,359 | $5,500-57.1% | $5,072-53.5% | $6,407-63.2% |
| Admin fee / account holder | $104 | $9,721-98.9% | $8,859-98.8% | $12,270-99.2% |