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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 | $18,519 | $60,119-69.2% | $90,430-79.5% | $79,858-76.8% |
| Participation rate | 92.6% | 65.0%+27.6pp | 72.7%+19.9pp | 69.6%+23.0pp |
| Annual return | 21.88% | 71.94%-50.1pp | 1293.73%-1271.8pp | 31.72%-9.8pp |
| Employer contribution / active EE | $2,306 | $2,068+11.5% | $3,262-29.3% | $2,471-6.7% |
| Participant deferral / active EE | $4,291 | $2,938+46.0% | $3,963+8.3% | $3,740+14.7% |
| Admin fee / account holder | $50 | $3,976-98.7% | $5,613-99.1% | $5,306-99.1% |