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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 | $12,238 | $106,280-88.5% | $96,538-87.3% | $139,487-91.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 47.75% | 38.48%+9.3pp | 35.74%+12.0pp | 373.84%-326.1pp |
| Employer contribution / active EE | $1,802 | $4,107-56.1% | $3,740-51.8% | $4,755-62.1% |
| Participant deferral / active EE | $3,455 | $5,457-36.7% | $4,880-29.2% | $6,713-48.5% |
| Admin fee / account holder | $100 | $7,888-98.7% | $6,737-98.5% | $11,407-99.1% |