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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 | $12,300 | $57,312-78.5% | $86,617-85.8% | $75,181-83.6% |
| Participation rate | 78.4% | 63.2%+15.2pp | 71.7%+6.7pp | 67.2%+11.2pp |
| Annual return | 21.32% | 2672.78%-2651.5pp | 591.91%-570.6pp | 160.69%-139.4pp |
| Employer contribution / active EE | $1,027 | $2,315-55.6% | $3,023-66.0% | $2,671-61.5% |
| Participant deferral / active EE | $2,762 | $3,319-16.8% | $4,437-37.7% | $4,126-33.1% |
| Admin fee / account holder | $220 | $4,114-94.7% | $5,613-96.1% | $5,650-96.1% |