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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 | $6,874 | $109,908-93.7% | $97,161-92.9% | $145,978-95.3% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 22.59% | 243.80%-221.2pp | 75.36%-52.8pp | 550.52%-527.9pp |
| Employer contribution / active EE | $1,947 | $3,077-36.7% | $2,723-28.5% | $4,662-58.2% |
| Participant deferral / active EE | $1,691 | $4,679-63.9% | $4,265-60.4% | $6,690-74.7% |
| Admin fee / account holder | $0 | $6,213-100.0% | $5,647-100.0% | $13,400-100.0% |