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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 | $23,050 | $111,830-79.4% | $93,696-75.4% | $145,884-84.2% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 13.95% | 204.08%-190.1pp | 133.74%-119.8pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,739 | $3,093-43.8% | $2,422-28.2% | $4,662-62.7% |
| Participant deferral / active EE | $4,034 | $4,920-18.0% | $4,417-8.7% | $6,690-39.7% |
| Admin fee / account holder | $25 | $10,249-99.8% | $8,287-99.7% | $13,392-99.8% |