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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 | $104,198 | $60,128+73.3% | $90,440+15.2% | $79,852+30.5% |
| Participation rate | 79.2% | 65.0%+14.2pp | 72.7%+6.5pp | 69.6%+9.5pp |
| Annual return | 14.60% | 71.95%-57.3pp | 1294.38%-1279.8pp | 31.72%-17.1pp |
| Employer contribution / active EE | $553 | $2,068-73.3% | $3,263-83.1% | $2,471-77.6% |
| Participant deferral / active EE | $1,428 | $2,939-51.4% | $3,964-64.0% | $3,740-61.8% |
| Admin fee / account holder | $99 | $3,977-97.5% | $5,615-98.2% | $5,306-98.1% |