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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 | $17,621 | $109,344-83.9% | $89,400-80.3% | $158,950-88.9% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.0%+20.9pp | 82.0%+6.9pp |
| Annual return | 23.72% | 345.73%-322.0pp | 245.64%-221.9pp | 302.91%-279.2pp |
| Employer contribution / active EE | $1,578 | $3,170-50.2% | $2,586-39.0% | $4,762-66.9% |
| Participant deferral / active EE | $2,739 | $4,599-40.5% | $3,890-29.6% | $5,983-54.2% |
| Admin fee / account holder | $211 | $6,154-96.6% | $4,882-95.7% | $11,248-98.1% |