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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 | $18,787 | $110,551-83.0% | $80,741-76.7% | $167,536-88.8% |
| Participation rate | 80.0% | 64.0%+16.0pp | 54.2%+25.8pp | 82.1%-2.1pp |
| Annual return | 18.51% | 120.57%-102.1pp | 87.30%-68.8pp | 478.82%-460.3pp |
| Employer contribution / active EE | $1,296 | $1,543-16.0% | $1,160+11.7% | $4,839-73.2% |
| Participant deferral / active EE | $2,968 | $2,870+3.4% | $2,145+38.3% | $6,342-53.2% |
| Admin fee / account holder | $29 | $4,547-99.4% | $3,380-99.2% | $12,315-99.8% |