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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 | $41,238 | $111,535-63.0% | $105,223-60.8% | $137,256-70.0% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 15.43% | 237.85%-222.4pp | 180.65%-165.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,899 | $3,939-51.8% | $3,689-48.5% | $4,156-54.3% |
| Participant deferral / active EE | $6,619 | $5,500+20.4% | $5,072+30.5% | $6,407+3.3% |
| Admin fee / account holder | $45 | $9,721-99.5% | $8,859-99.5% | $12,270-99.6% |