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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 | $15,626 | $51,631-69.7% | $129,397-87.9% | $80,925-80.7% |
| Participation rate | 85.4% | 56.9%+28.5pp | 69.6%+15.8pp | 67.7%+17.8pp |
| Annual return | 154.25% | 20.77%+133.5pp | 9453.98%-9299.7pp | 35.65%+118.6pp |
| Employer contribution / active EE | $1,052 | $1,583-33.6% | $4,154-74.7% | $2,756-61.8% |
| Participant deferral / active EE | $1,732 | $2,670-35.1% | $4,167-58.4% | $4,299-59.7% |
| Admin fee / account holder | $117 | $4,309-97.3% | $7,679-98.5% | $6,940-98.3% |