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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 | $46,166 | $102,595-55.0% | $94,057-50.9% | $154,746-70.2% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 17.78% | 583.42%-565.6pp | 480.62%-462.8pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,163 | $3,147-63.0% | $2,933-60.3% | $4,379-73.4% |
| Participant deferral / active EE | $4,065 | $5,118-20.6% | $4,709-13.7% | $6,730-39.6% |
| Admin fee / account holder | $180 | $7,736-97.7% | $7,244-97.5% | $14,365-98.7% |