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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 | $26,013 | $110,551-76.5% | $80,741-67.8% | $167,536-84.5% |
| Participation rate | 85.7% | 64.0%+21.8pp | 54.2%+31.6pp | 82.1%+3.6pp |
| Annual return | 11.63% | 120.57%-108.9pp | 87.30%-75.7pp | 478.82%-467.2pp |
| Employer contribution / active EE | $990 | $1,543-35.8% | $1,160-14.7% | $4,839-79.5% |
| Participant deferral / active EE | $1,752 | $2,870-39.0% | $2,145-18.3% | $6,342-72.4% |
| Admin fee / account holder | $157 | $4,547-96.6% | $3,380-95.4% | $12,315-98.7% |