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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 | $22,072 | $115,814-80.9% | $101,275-78.2% | $158,982-86.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.94% | 56.16%-45.2pp | 46.48%-35.5pp | 302.99%-292.0pp |
| Employer contribution / active EE | $1,562 | $4,176-62.6% | $3,660-57.3% | $4,763-67.2% |
| Participant deferral / active EE | $3,881 | $4,958-21.7% | $4,371-11.2% | $5,983-35.1% |
| Admin fee / account holder | $144 | $7,249-98.0% | $5,948-97.6% | $11,252-98.7% |