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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 | $11,649 | $100,203-88.4% | $85,240-86.3% | $145,897-92.0% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 13.02% | 84.28%-71.3pp | 66.75%-53.7pp | 552.29%-539.3pp |
| Employer contribution / active EE | $1,523 | $3,242-53.0% | $2,735-44.3% | $4,663-67.3% |
| Participant deferral / active EE | $1,824 | $5,299-65.6% | $4,527-59.7% | $6,689-72.7% |
| Admin fee / account holder | $95 | $7,265-98.7% | $6,165-98.5% | $13,390-99.3% |