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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 | $7,293 | $109,908-93.4% | $97,161-92.5% | $145,978-95.0% |
| Participation rate | 76.9% | 75.9%+1.0pp | 72.7%+4.2pp | 80.3%-3.4pp |
| Annual return | 23.39% | 243.80%-220.4pp | 75.36%-52.0pp | 550.52%-527.1pp |
| Employer contribution / active EE | $382 | $3,077-87.6% | $2,723-86.0% | $4,662-91.8% |
| Participant deferral / active EE | $2,981 | $4,679-36.3% | $4,265-30.1% | $6,690-55.4% |
| Admin fee / account holder | $197 | $6,213-96.8% | $5,647-96.5% | $13,400-98.5% |