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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 | $154,754-89.0% | $124,206-86.3% | $138,895-87.8% |
| Participation rate | 81.8% | 75.5%+6.3pp | 69.6%+12.2pp | 79.9%+1.9pp |
| Annual return | 24.89% | 709.28%-684.4pp | 515.27%-490.4pp | 145.39%-120.5pp |
| Employer contribution / active EE | $1,112 | $4,446-75.0% | $3,540-68.6% | $4,194-73.5% |
| Participant deferral / active EE | $3,021 | $4,621-34.6% | $3,968-23.9% | $6,396-52.8% |
| Admin fee / account holder | $29 | $6,690-99.6% | $5,929-99.5% | $12,562-99.8% |