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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 | $13,021 | $55,889-76.7% | $76,119-82.9% | $80,935-83.9% |
| Participation rate | 88.5% | 62.1%+26.4pp | 69.1%+19.4pp | 67.7%+20.8pp |
| Annual return | 63.03% | 20.58%+42.5pp | 361.25%-298.2pp | 35.66%+27.4pp |
| Employer contribution / active EE | $1,038 | $1,866-44.4% | $2,693-61.5% | $2,757-62.4% |
| Participant deferral / active EE | $2,359 | $3,051-22.7% | $4,259-44.6% | $4,299-45.1% |
| Admin fee / account holder | $293 | $5,241-94.4% | $6,421-95.4% | $6,924-95.8% |