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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 | $26,981 | $115,796-76.7% | $101,264-73.4% | $158,950-83.0% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 17.84% | 56.15%-38.3pp | 46.48%-28.6pp | 302.91%-285.1pp |
| Employer contribution / active EE | $1,928 | $4,175-53.8% | $3,660-47.3% | $4,762-59.5% |
| Participant deferral / active EE | $2,348 | $4,958-52.6% | $4,370-46.3% | $5,983-60.7% |
| Admin fee / account holder | $41 | $7,247-99.4% | $5,947-99.3% | $11,248-99.6% |