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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 | $14,200 | $75,962-81.3% | $154,111-90.8% | $64,173-77.9% |
| Participation rate | 74.3% | 70.4%+3.9pp | 83.0%-8.8pp | 69.6%+4.7pp |
| Annual return | 24.66% | 30.32%-5.7pp | 735.18%-710.5pp | 7.63%+17.0pp |
| Employer contribution / active EE | $2,026 | $3,350-39.5% | $5,298-61.8% | $2,381-14.9% |
| Participant deferral / active EE | $2,124 | $3,175-33.1% | $5,081-58.2% | $3,470-38.8% |
| Admin fee / account holder | $102 | $5,589-98.2% | $13,411-99.2% | $4,887-97.9% |