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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 | $58,241-73.3% | $81,780-81.0% | $80,911-80.8% |
| Participation rate | 85.7% | 63.4%+22.3pp | 72.4%+13.4pp | 67.6%+18.1pp |
| Annual return | 16.04% | 41.73%-25.7pp | 776.27%-760.2pp | 35.63%-19.6pp |
| Employer contribution / active EE | $2,053 | $2,343-12.4% | $2,914-29.5% | $2,756-25.5% |
| Participant deferral / active EE | $2,701 | $3,283-17.7% | $4,321-37.5% | $4,297-37.2% |
| Admin fee / account holder | $194 | $4,973-96.1% | $7,384-97.4% | $6,935-97.2% |