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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 | $33,258 | $100,811-67.0% | $86,698-61.6% | $134,545-75.3% |
| Participation rate | 85.7% | 79.0%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | 98.04% | 29.11%+68.9pp | 35.96%+62.1pp | 418.37%-320.3pp |
| Employer contribution / active EE | $1,355 | $3,490-61.2% | $2,837-52.3% | $4,742-71.4% |
| Participant deferral / active EE | $4,228 | $5,339-20.8% | $4,656-9.2% | $6,401-34.0% |
| Admin fee / account holder | $108 | $10,926-99.0% | $7,492-98.6% | $11,431-99.1% |