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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 | $10,423 | $56,116-81.4% | $135,768-92.3% | $86,983-88.0% |
| Participation rate | 90.7% | 60.1%+30.6pp | 71.1%+19.7pp | 69.5%+21.2pp |
| Annual return | 23.00% | 125.33%-102.3pp | 526.10%-503.1pp | 25.83%-2.8pp |
| Employer contribution / active EE | $1,548 | $1,528+1.3% | $3,394-54.4% | $2,584-40.1% |
| Participant deferral / active EE | $1,761 | $2,690-34.5% | $3,977-55.7% | $4,194-58.0% |
| Admin fee / account holder | $164 | $4,314-96.2% | $7,048-97.7% | $7,856-97.9% |