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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 | $22,429 | $100,203-77.6% | $85,240-73.7% | $145,897-84.6% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 12.60% | 84.28%-71.7pp | 66.75%-54.2pp | 552.29%-539.7pp |
| Employer contribution / active EE | $1,212 | $3,242-62.6% | $2,735-55.7% | $4,663-74.0% |
| Participant deferral / active EE | $2,466 | $5,299-53.5% | $4,527-45.5% | $6,689-63.1% |
| Admin fee / account holder | $281 | $7,265-96.1% | $6,165-95.4% | $13,390-97.9% |