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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 | $18,387 | $123,859-85.2% | $69,632-73.6% | $145,897-87.4% |
| Participation rate | 87.5% | 69.2%+18.3pp | 66.4%+21.1pp | 80.3%+7.2pp |
| Annual return | 15.14% | 192.49%-177.4pp | 101.32%-86.2pp | 552.29%-537.2pp |
| Employer contribution / active EE | $1,690 | $2,673-36.8% | $1,708-1.1% | $4,663-63.7% |
| Participant deferral / active EE | $5,099 | $4,242+20.2% | $2,889+76.5% | $6,689-23.8% |
| Admin fee / account holder | $203 | $7,817-97.4% | $4,695-95.7% | $13,390-98.5% |