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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 | $12,966 | $116,360-88.9% | $65,566-80.2% | $139,466-90.7% |
| Participation rate | 93.3% | 67.8%+25.6pp | 64.9%+28.4pp | 80.3%+13.0pp |
| Annual return | 26.18% | 31.23%-5.0pp | 47.40%-21.2pp | 373.66%-347.5pp |
| Employer contribution / active EE | $1,652 | $2,600-36.5% | $1,692-2.3% | $4,754-65.2% |
| Participant deferral / active EE | $5,938 | $4,242+40.0% | $2,832+109.7% | $6,712-11.5% |
| Admin fee / account holder | $51 | $6,701-99.2% | $4,114-98.8% | $11,409-99.6% |