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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 | $12,483 | $169,356-92.6% | $129,406-90.4% | $145,897-91.4% |
| Participation rate | 76.2% | 76.5%-0.3pp | 69.6%+6.5pp | 80.3%-4.1pp |
| Annual return | 20.71% | 14418.62%-14397.9pp | 9468.18%-9447.5pp | 552.29%-531.6pp |
| Employer contribution / active EE | $612 | $5,542-89.0% | $4,155-85.3% | $4,663-86.9% |
| Participant deferral / active EE | $2,011 | $4,987-59.7% | $4,167-51.7% | $6,689-69.9% |
| Admin fee / account holder | $52 | $9,915-99.5% | $7,689-99.3% | $13,390-99.6% |