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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 | $28,129 | $111,785-74.8% | $93,669-70.0% | $145,877-80.7% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 12.90% | 203.79%-190.9pp | 133.59%-120.7pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,629 | $3,096-47.4% | $2,424-32.8% | $4,663-65.1% |
| Participant deferral / active EE | $4,661 | $4,919-5.2% | $4,416+5.6% | $6,691-30.3% |
| Admin fee / account holder | $33 | $10,256-99.7% | $8,291-99.6% | $13,402-99.8% |