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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 | $11,701 | $100,203-88.3% | $85,240-86.3% | $145,897-92.0% |
| Participation rate | 70.6% | 74.1%-3.5pp | 67.5%+3.1pp | 80.3%-9.7pp |
| Annual return | 13.90% | 84.28%-70.4pp | 66.75%-52.9pp | 552.29%-538.4pp |
| Employer contribution / active EE | $1,411 | $3,242-56.5% | $2,735-48.4% | $4,663-69.7% |
| Participant deferral / active EE | $3,218 | $5,299-39.3% | $4,527-28.9% | $6,689-51.9% |
| Admin fee / account holder | $161 | $7,265-97.8% | $6,165-97.4% | $13,390-98.8% |