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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 | $17,261 | $132,634-87.0% | $115,768-85.1% | $137,256-87.4% |
| Participation rate | 93.8% | 77.9%+15.9pp | 74.4%+19.4pp | 80.0%+13.8pp |
| Annual return | 20.28% | 160.70%-140.4pp | 100.46%-80.2pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,206 | $3,360-64.1% | $2,940-59.0% | $4,156-71.0% |
| Participant deferral / active EE | $3,367 | $5,619-40.1% | $4,917-31.5% | $6,407-47.4% |
| Admin fee / account holder | $199 | $15,028-98.7% | $12,439-98.4% | $12,270-98.4% |