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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 | $17,013 | $162,529-89.5% | $130,788-87.0% | $154,746-89.0% |
| Participation rate | 81.8% | 75.9%+6.0pp | 70.1%+11.7pp | 80.7%+1.1pp |
| Annual return | 24.89% | 510.48%-485.6pp | 386.44%-361.6pp | 172.34%-147.4pp |
| Employer contribution / active EE | $1,112 | $4,447-75.0% | $3,558-68.7% | $4,379-74.6% |
| Participant deferral / active EE | $3,021 | $4,808-37.2% | $4,137-27.0% | $6,730-55.1% |
| Admin fee / account holder | $29 | $7,669-99.6% | $6,673-99.6% | $14,365-99.8% |