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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 | $14,694 | $123,859-88.1% | $69,632-78.9% | $145,897-89.9% |
| Participation rate | 81.0% | 69.2%+11.7pp | 66.4%+14.5pp | 80.3%+0.6pp |
| Annual return | 17.09% | 192.49%-175.4pp | 101.32%-84.2pp | 552.29%-535.2pp |
| Employer contribution / active EE | $1,170 | $2,673-56.2% | $1,708-31.5% | $4,663-74.9% |
| Participant deferral / active EE | $3,461 | $4,242-18.4% | $2,889+19.8% | $6,689-48.3% |
| Admin fee / account holder | $107 | $7,817-98.6% | $4,695-97.7% | $13,390-99.2% |