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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 | $9,521 | $81,358-88.3% | $155,556-93.9% | $80,959-88.2% |
| Participation rate | 92.5% | 66.3%+26.2pp | 78.2%+14.2pp | 67.7%+24.8pp |
| Annual return | 95.99% | 33.39%+62.6pp | 64.84%+31.2pp | 35.67%+60.3pp |
| Employer contribution / active EE | $1,779 | $3,106-42.7% | $4,675-62.0% | $2,757-35.5% |
| Participant deferral / active EE | $3,109 | $3,455-10.0% | $5,631-44.8% | $4,300-27.7% |
| Admin fee / account holder | $196 | $7,994-97.5% | $15,885-98.8% | $6,925-97.2% |