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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 | $53,063-80.4% | $124,206-91.6% | $82,637-87.4% |
| Participation rate | 90.7% | 58.4%+32.3pp | 69.6%+21.2pp | 68.1%+22.7pp |
| Annual return | 23.00% | 68.87%-45.9pp | 515.27%-492.3pp | 53.51%-30.5pp |
| Employer contribution / active EE | $1,548 | $1,530+1.2% | $3,540-56.3% | $2,552-39.3% |
| Participant deferral / active EE | $1,761 | $2,644-33.4% | $3,968-55.6% | $4,126-57.3% |
| Admin fee / account holder | $164 | $4,281-96.2% | $5,929-97.2% | $7,339-97.8% |