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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 | $23,621 | $100,203-76.4% | $85,240-72.3% | $145,897-83.8% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 18.57% | 84.28%-65.7pp | 66.75%-48.2pp | 552.29%-533.7pp |
| Employer contribution / active EE | $1,518 | $3,242-53.2% | $2,735-44.5% | $4,663-67.4% |
| Participant deferral / active EE | $5,382 | $5,299+1.6% | $4,527+18.9% | $6,689-19.5% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |