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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 | $11,139 | $96,643-88.5% | $86,617-87.1% | $139,456-92.0% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 23.64% | 106.57%-82.9pp | 591.91%-568.3pp | 373.45%-349.8pp |
| Employer contribution / active EE | $1,059 | $3,264-67.6% | $3,023-65.0% | $4,753-77.7% |
| Participant deferral / active EE | $1,731 | $4,835-64.2% | $4,437-61.0% | $6,711-74.2% |
| Admin fee / account holder | $91 | $6,406-98.6% | $5,613-98.4% | $11,407-99.2% |