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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 | $21,843 | $85,171-74.4% | $172,752-87.4% | $72,975-70.1% |
| Participation rate | 83.9% | 70.1%+13.8pp | 82.6%+1.2pp | 69.5%+14.4pp |
| Annual return | 18.68% | 27.32%-8.6pp | 802.97%-784.3pp | 81.01%-62.3pp |
| Employer contribution / active EE | $1,297 | $3,324-61.0% | $5,144-74.8% | $2,440-46.9% |
| Participant deferral / active EE | $1,932 | $3,260-40.7% | $5,198-62.8% | $3,608-46.4% |
| Admin fee / account holder | $127 | $5,880-97.8% | $13,955-99.1% | $5,124-97.5% |