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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 | $13,502 | $111,785-87.9% | $93,669-85.6% | $145,877-90.7% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 11.51% | 203.79%-192.3pp | 133.59%-122.1pp | 551.28%-539.8pp |
| Employer contribution / active EE | $1,766 | $3,096-42.9% | $2,424-27.1% | $4,663-62.1% |
| Participant deferral / active EE | $2,562 | $4,919-47.9% | $4,416-42.0% | $6,691-61.7% |
| Admin fee / account holder | $188 | $10,256-98.2% | $8,291-97.7% | $13,402-98.6% |