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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 | $29,620 | $105,145-71.8% | $94,664-68.7% | $139,466-78.8% |
| Participation rate | 72.7% | 82.4%-9.6pp | 80.8%-8.1pp | 80.3%-7.6pp |
| Annual return | 23.28% | 38.09%-14.8pp | 156.84%-133.6pp | 373.66%-350.4pp |
| Employer contribution / active EE | $1,637 | $4,107-60.1% | $3,673-55.4% | $4,754-65.6% |
| Participant deferral / active EE | $2,736 | $7,599-64.0% | $7,417-63.1% | $6,712-59.2% |
| Admin fee / account holder | $242 | $8,972-97.3% | $7,222-96.7% | $11,409-97.9% |