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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 | $33,152 | $102,393-67.6% | $147,041-77.5% | $80,911-59.0% |
| Participation rate | 89.3% | 75.9%+13.4pp | 82.2%+7.1pp | 67.6%+21.6pp |
| Annual return | 23.32% | 134.95%-111.6pp | 419.21%-395.9pp | 35.63%-12.3pp |
| Employer contribution / active EE | $1,362 | $3,715-63.3% | $4,935-72.4% | $2,756-50.6% |
| Participant deferral / active EE | $8,143 | $6,647+22.5% | $8,071+0.9% | $4,297+89.5% |
| Admin fee / account holder | $256 | $7,943-96.8% | $13,006-98.0% | $6,935-96.3% |