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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 | $18,416 | $111,785-83.5% | $93,669-80.3% | $145,877-87.4% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 13.37% | 203.79%-190.4pp | 133.59%-120.2pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,770 | $3,096-42.8% | $2,424-27.0% | $4,663-62.0% |
| Participant deferral / active EE | $2,980 | $4,919-39.4% | $4,416-32.5% | $6,691-55.5% |
| Admin fee / account holder | $163 | $10,256-98.4% | $8,291-98.0% | $13,402-98.8% |