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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 | $11,806 | $95,580-87.6% | $76,872-84.6% | $139,466-91.5% |
| Participation rate | 95.2% | 74.0%+21.3pp | 69.6%+25.6pp | 80.3%+14.9pp |
| Annual return | 17.82% | 55.00%-37.2pp | 37.90%-20.1pp | 373.66%-355.8pp |
| Employer contribution / active EE | $1,573 | $3,145-50.0% | $2,533-37.9% | $4,754-66.9% |
| Participant deferral / active EE | $3,062 | $4,623-33.8% | $3,832-20.1% | $6,712-54.4% |
| Admin fee / account holder | $11 | $8,302-99.9% | $5,476-99.8% | $11,409-99.9% |