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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 | $14,324 | $111,785-87.2% | $93,669-84.7% | $145,877-90.2% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 15.00% | 203.79%-188.8pp | 133.59%-118.6pp | 551.28%-536.3pp |
| Employer contribution / active EE | $808 | $3,096-73.9% | $2,424-66.7% | $4,663-82.7% |
| Participant deferral / active EE | $3,783 | $4,919-23.1% | $4,416-14.3% | $6,691-43.5% |
| Admin fee / account holder | $132 | $10,256-98.7% | $8,291-98.4% | $13,402-99.0% |