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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 | $123,750-88.1% | $69,611-78.9% | $145,877-89.9% |
| Participation rate | 81.0% | 69.2%+11.8pp | 66.4%+14.5pp | 80.3%+0.7pp |
| Annual return | 17.09% | 192.03%-174.9pp | 101.14%-84.0pp | 551.28%-534.2pp |
| Employer contribution / active EE | $1,170 | $2,672-56.2% | $1,709-31.5% | $4,663-74.9% |
| Participant deferral / active EE | $3,461 | $4,243-18.4% | $2,891+19.7% | $6,691-48.3% |
| Admin fee / account holder | $107 | $7,817-98.6% | $4,696-97.7% | $13,402-99.2% |