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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 | $11,275 | $110,410-89.8% | $102,437-89.0% | $145,897-92.3% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 86.85% | 24.85%+62.0pp | 24.95%+61.9pp | 552.29%-465.4pp |
| Employer contribution / active EE | $1,056 | $4,217-75.0% | $3,871-72.7% | $4,663-77.4% |
| Participant deferral / active EE | $2,605 | $5,622-53.7% | $5,060-48.5% | $6,689-61.1% |
| Admin fee / account holder | $181 | $9,745-98.1% | $8,388-97.8% | $13,390-98.6% |