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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 | $10,088 | $39,036-74.2% | $80,784-87.5% | $85,851-88.2% |
| Participation rate | 90.3% | 41.6%+48.8pp | 54.2%+36.2pp | 69.3%+21.0pp |
| Annual return | 17.51% | 26.31%-8.8pp | 87.31%-69.8pp | 318.63%-301.1pp |
| Employer contribution / active EE | $2,837 | $722+292.7% | $1,160+144.5% | $2,565+10.6% |
| Participant deferral / active EE | $2,204 | $1,326+66.2% | $2,145+2.7% | $3,952-44.2% |
| Admin fee / account holder | $97 | $2,429-96.0% | $3,380-97.1% | $6,261-98.5% |