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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 | $111,785-88.0% | $93,669-85.6% | $145,877-90.8% |
| Participation rate | 70.6% | 74.2%-3.6pp | 68.7%+1.9pp | 80.3%-9.7pp |
| Annual return | 23.46% | 203.79%-180.3pp | 133.59%-110.1pp | 551.28%-527.8pp |
| Employer contribution / active EE | $980 | $3,096-68.4% | $2,424-59.6% | $4,663-79.0% |
| Participant deferral / active EE | $2,083 | $4,919-57.7% | $4,416-52.8% | $6,691-68.9% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |