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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 | $19,262 | $60,128-68.0% | $90,440-78.7% | $79,852-75.9% |
| Participation rate | 84.8% | 65.0%+19.9pp | 72.7%+12.2pp | 69.6%+15.2pp |
| Annual return | 26.07% | 71.95%-45.9pp | 1294.38%-1268.3pp | 31.72%-5.6pp |
| Employer contribution / active EE | $1,867 | $2,068-9.7% | $3,263-42.8% | $2,471-24.5% |
| Participant deferral / active EE | $3,390 | $2,939+15.4% | $3,964-14.5% | $3,740-9.4% |
| Admin fee / account holder | $89 | $3,977-97.8% | $5,615-98.4% | $5,306-98.3% |