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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 | $13,449 | $111,878-88.0% | $93,727-85.7% | $145,897-90.8% |
| Participation rate | 70.6% | 74.2%-3.6pp | 68.7%+1.9pp | 80.3%-9.7pp |
| Annual return | 23.46% | 204.28%-180.8pp | 133.83%-110.4pp | 552.29%-528.8pp |
| Employer contribution / active EE | $980 | $3,092-68.3% | $2,421-59.5% | $4,663-79.0% |
| Participant deferral / active EE | $2,083 | $4,920-57.7% | $4,417-52.9% | $6,689-68.9% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |