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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 | $21,294 | $107,733-80.2% | $92,985-77.1% | $154,746-86.2% |
| Participation rate | 81.8% | 74.6%+7.3pp | 69.5%+12.3pp | 80.7%+1.1pp |
| Annual return | 125.27% | 30.39%+94.9pp | 27.99%+97.3pp | 172.34%-47.1pp |
| Employer contribution / active EE | $1,862 | $3,126-40.5% | $2,662-30.1% | $4,379-57.5% |
| Participant deferral / active EE | $4,695 | $5,053-7.1% | $4,377+7.3% | $6,730-30.2% |
| Admin fee / account holder | $148 | $11,369-98.7% | $9,463-98.4% | $14,365-99.0% |