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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 | $25,967 | $102,429-74.6% | $147,096-82.3% | $80,925-67.9% |
| Participation rate | 80.6% | 75.9%+4.8pp | 82.2%-1.5pp | 67.7%+13.0pp |
| Annual return | 15.90% | 135.02%-119.1pp | 419.75%-403.9pp | 35.65%-19.8pp |
| Employer contribution / active EE | $1,671 | $3,716-55.0% | $4,936-66.1% | $2,756-39.4% |
| Participant deferral / active EE | $3,494 | $6,649-47.4% | $8,071-56.7% | $4,299-18.7% |
| Admin fee / account holder | $69 | $7,957-99.1% | $13,005-99.5% | $6,940-99.0% |