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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 | $23,814 | $112,131-78.8% | $95,964-75.2% | $158,982-85.0% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 24.89% | 171.19%-146.3pp | 91.64%-66.8pp | 302.99%-278.1pp |
| Employer contribution / active EE | $1,145 | $3,199-64.2% | $2,541-54.9% | $4,763-76.0% |
| Participant deferral / active EE | $3,434 | $4,784-28.2% | $4,167-17.6% | $5,983-42.6% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |