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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 | $20,309 | $169,356-88.0% | $129,406-84.3% | $145,897-86.1% |
| Participation rate | 81.8% | 76.5%+5.3pp | 69.6%+12.2pp | 80.3%+1.5pp |
| Annual return | 13.28% | 14418.62%-14405.3pp | 9468.18%-9454.9pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,535 | $5,542-72.3% | $4,155-63.1% | $4,663-67.1% |
| Participant deferral / active EE | $1,959 | $4,987-60.7% | $4,167-53.0% | $6,689-70.7% |
| Admin fee / account holder | $21 | $9,915-99.8% | $7,689-99.7% | $13,390-99.8% |