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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 | $21,320 | $106,918-80.1% | $84,021-74.6% | $152,897-86.1% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.5%+6.4pp |
| Annual return | 19.28% | 105.01%-85.7pp | 71.32%-52.0pp | 345.43%-326.1pp |
| Employer contribution / active EE | $1,523 | $2,735-44.3% | $1,984-23.2% | $4,764-68.0% |
| Participant deferral / active EE | $6,755 | $4,012+68.3% | $3,239+108.5% | $5,851+15.4% |
| Admin fee / account holder | $55 | $8,288-99.3% | $6,102-99.1% | $11,599-99.5% |