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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 | $17,762 | $100,203-82.3% | $85,240-79.2% | $145,897-87.8% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 13.93% | 84.28%-70.3pp | 66.75%-52.8pp | 552.29%-538.4pp |
| Employer contribution / active EE | $2,667 | $3,242-17.7% | $2,735-2.5% | $4,663-42.8% |
| Participant deferral / active EE | $3,310 | $5,299-37.5% | $4,527-26.9% | $6,689-50.5% |
| Admin fee / account holder | $91 | $7,265-98.7% | $6,165-98.5% | $13,390-99.3% |