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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 | $15,780 | $100,203-84.3% | $85,240-81.5% | $145,897-89.2% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 11.38% | 84.28%-72.9pp | 66.75%-55.4pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,418 | $3,242-56.3% | $2,735-48.2% | $4,663-69.6% |
| Participant deferral / active EE | $1,620 | $5,299-69.4% | $4,527-64.2% | $6,689-75.8% |
| Admin fee / account holder | $81 | $7,265-98.9% | $6,165-98.7% | $13,390-99.4% |