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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 | $123,982-88.1% | $69,701-78.9% | $145,959-89.9% |
| Participation rate | 81.0% | 69.2%+11.7pp | 66.4%+14.5pp | 80.3%+0.7pp |
| Annual return | 17.09% | 191.01%-173.9pp | 100.32%-83.2pp | 561.95%-544.9pp |
| Employer contribution / active EE | $1,170 | $2,681-56.4% | $1,713-31.7% | $4,661-74.9% |
| Participant deferral / active EE | $3,461 | $4,236-18.3% | $2,887+19.9% | $6,689-48.3% |
| Admin fee / account holder | $107 | $7,867-98.6% | $4,717-97.7% | $13,398-99.2% |