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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 | $11,701 | $100,073-88.3% | $85,126-86.3% | $145,877-92.0% |
| Participation rate | 70.6% | 74.1%-3.5pp | 67.5%+3.1pp | 80.3%-9.7pp |
| Annual return | 13.90% | 84.11%-70.2pp | 66.63%-52.7pp | 551.28%-537.4pp |
| Employer contribution / active EE | $1,411 | $3,236-56.4% | $2,731-48.3% | $4,663-69.7% |
| Participant deferral / active EE | $3,218 | $5,294-39.2% | $4,523-28.8% | $6,691-51.9% |
| Admin fee / account holder | $161 | $7,261-97.8% | $6,160-97.4% | $13,402-98.8% |