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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 | $23,534 | $123,859-81.0% | $69,632-66.2% | $145,897-83.9% |
| Participation rate | 83.3% | 69.2%+14.1pp | 66.4%+16.9pp | 80.3%+3.0pp |
| Annual return | 13.11% | 192.49%-179.4pp | 101.32%-88.2pp | 552.29%-539.2pp |
| Employer contribution / active EE | $1,579 | $2,673-40.9% | $1,708-7.6% | $4,663-66.1% |
| Participant deferral / active EE | $9,636 | $4,242+127.1% | $2,889+233.6% | $6,689+44.1% |
| Admin fee / account holder | $102 | $7,817-98.7% | $4,695-97.8% | $13,390-99.2% |