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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 | $111,830-74.8% | $93,696-70.0% | $145,884-80.7% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 12.90% | 204.08%-191.2pp | 133.74%-120.8pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,629 | $3,093-47.3% | $2,422-32.8% | $4,662-65.1% |
| Participant deferral / active EE | $4,661 | $4,920-5.3% | $4,417+5.5% | $6,690-30.3% |
| Admin fee / account holder | $33 | $10,249-99.7% | $8,287-99.6% | $13,392-99.8% |