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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 | $19,263 | $118,869-83.8% | $96,575-80.1% | $167,518-88.5% |
| Participation rate | 90.9% | 75.5%+15.4pp | 69.8%+21.1pp | 82.1%+8.8pp |
| Annual return | 11.00% | 50.49%-39.5pp | 37.79%-26.8pp | 478.71%-467.7pp |
| Employer contribution / active EE | $1,228 | $3,120-60.6% | $2,357-47.9% | $4,838-74.6% |
| Participant deferral / active EE | $3,760 | $4,616-18.6% | $3,849-2.3% | $6,342-40.7% |
| Admin fee / account holder | $132 | $8,067-98.4% | $6,182-97.9% | $12,312-98.9% |