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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 | $9,511 | $125,778-92.4% | $114,563-91.7% | $154,746-93.9% |
| Participation rate | 76.9% | 75.2%+1.7pp | 72.9%+4.0pp | 80.7%-3.8pp |
| Annual return | 19.63% | 295.14%-275.5pp | 241.09%-221.5pp | 172.34%-152.7pp |
| Employer contribution / active EE | $557 | $2,806-80.2% | $2,592-78.5% | $4,379-87.3% |
| Participant deferral / active EE | $2,409 | $4,445-45.8% | $4,142-41.8% | $6,730-64.2% |
| Admin fee / account holder | $191 | $8,190-97.7% | $7,623-97.5% | $14,365-98.7% |