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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 | $24,532 | $99,995-75.5% | $85,063-71.2% | $145,978-83.2% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 17.83% | 83.99%-66.2pp | 66.54%-48.7pp | 550.52%-532.7pp |
| Employer contribution / active EE | $1,021 | $3,231-68.4% | $2,727-62.6% | $4,662-78.1% |
| Participant deferral / active EE | $1,531 | $5,295-71.1% | $4,523-66.1% | $6,690-77.1% |
| Admin fee / account holder | $174 | $7,255-97.6% | $6,155-97.2% | $13,400-98.7% |