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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 | $12,149 | $108,897-88.8% | $100,378-87.9% | $145,877-91.7% |
| Participation rate | 92.9% | 83.0%+9.9pp | 81.5%+11.3pp | 80.3%+12.6pp |
| Annual return | 12.84% | 58.17%-45.3pp | 49.41%-36.6pp | 551.28%-538.4pp |
| Employer contribution / active EE | $851 | $4,420-80.7% | $3,942-78.4% | $4,663-81.7% |
| Participant deferral / active EE | $2,466 | $8,455-70.8% | $8,087-69.5% | $6,691-63.1% |
| Admin fee / account holder | $162 | $9,690-98.3% | $7,899-98.0% | $13,402-98.8% |