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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 | $20,088 | $160,040-87.4% | $147,096-86.3% | $145,877-86.2% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 23.05% | 98.49%-75.4pp | 419.75%-396.7pp | 551.28%-528.2pp |
| Employer contribution / active EE | $1,138 | $5,289-78.5% | $4,936-76.9% | $4,663-75.6% |
| Participant deferral / active EE | $5,078 | $8,429-39.8% | $8,071-37.1% | $6,691-24.1% |
| Admin fee / account holder | $103 | $15,050-99.3% | $13,005-99.2% | $13,402-99.2% |