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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 | $14,672 | $108,942-86.5% | $100,415-85.4% | $145,897-89.9% |
| Participation rate | 92.9% | 83.0%+9.9pp | 81.5%+11.3pp | 80.3%+12.6pp |
| Annual return | 25.91% | 58.27%-32.4pp | 49.47%-23.6pp | 552.29%-526.4pp |
| Employer contribution / active EE | $2,055 | $4,422-53.5% | $3,943-47.9% | $4,663-55.9% |
| Participant deferral / active EE | $2,939 | $8,461-65.3% | $8,091-63.7% | $6,689-56.1% |
| Admin fee / account holder | $128 | $9,702-98.7% | $7,906-98.4% | $13,390-99.0% |