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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 | $22,348 | $90,691-75.4% | $76,119-70.6% | $145,884-84.7% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.1%+14.3pp | 80.3%+3.0pp |
| Annual return | 15.62% | 624.52%-608.9pp | 361.25%-345.6pp | 551.85%-536.2pp |
| Employer contribution / active EE | $1,444 | $3,329-56.6% | $2,693-46.4% | $4,662-69.0% |
| Participant deferral / active EE | $3,388 | $5,167-34.4% | $4,259-20.5% | $6,690-49.4% |
| Admin fee / account holder | $53 | $8,383-99.4% | $6,421-99.2% | $13,392-99.6% |