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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 | $19,528 | $115,814-83.1% | $101,275-80.7% | $158,982-87.7% |
| Participation rate | 84.2% | 79.4%+4.8pp | 75.8%+8.4pp | 82.0%+2.2pp |
| Annual return | 19.86% | 56.16%-36.3pp | 46.48%-26.6pp | 302.99%-283.1pp |
| Employer contribution / active EE | $1,759 | $4,176-57.9% | $3,660-52.0% | $4,763-63.1% |
| Participant deferral / active EE | $3,321 | $4,958-33.0% | $4,371-24.0% | $5,983-44.5% |
| Admin fee / account holder | $161 | $7,249-97.8% | $5,948-97.3% | $11,252-98.6% |