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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 | $8,074 | $169,356-95.2% | $129,406-93.8% | $145,897-94.5% |
| Participation rate | 91.7% | 76.5%+15.2pp | 69.6%+22.0pp | 80.3%+11.4pp |
| Annual return | 18.02% | 14418.62%-14400.6pp | 9468.18%-9450.2pp | 552.29%-534.3pp |
| Employer contribution / active EE | $1,649 | $5,542-70.2% | $4,155-60.3% | $4,663-64.6% |
| Participant deferral / active EE | $2,116 | $4,987-57.6% | $4,167-49.2% | $6,689-68.4% |
| Admin fee / account holder | $113 | $9,915-98.9% | $7,689-98.5% | $13,390-99.2% |