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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 | $15,570 | $58,311-73.3% | $81,882-81.0% | $80,959-80.8% |
| Participation rate | 85.7% | 63.5%+22.2pp | 72.4%+13.3pp | 67.7%+18.0pp |
| Annual return | 16.04% | 41.85%-25.8pp | 779.47%-763.4pp | 35.67%-19.6pp |
| Employer contribution / active EE | $2,053 | $2,347-12.5% | $2,916-29.6% | $2,757-25.5% |
| Participant deferral / active EE | $2,701 | $3,287-17.8% | $4,323-37.5% | $4,300-37.2% |
| Admin fee / account holder | $194 | $4,752-95.9% | $7,360-97.4% | $6,925-97.2% |