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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 | $31,089 | $111,878-72.2% | $93,727-66.8% | $145,897-78.7% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 11.93% | 204.28%-192.3pp | 133.83%-121.9pp | 552.29%-540.4pp |
| Employer contribution / active EE | $623 | $3,092-79.8% | $2,421-74.3% | $4,663-86.6% |
| Participant deferral / active EE | $1,451 | $4,920-70.5% | $4,417-67.2% | $6,689-78.3% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |