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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 | $72,071-35.9% | $68,368-32.5% | $137,256-66.4% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 17.78% | 353.14%-335.4pp | 292.57%-274.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,163 | $2,788-58.3% | $2,649-56.1% | $4,156-72.0% |
| Participant deferral / active EE | $4,065 | $4,410-7.8% | $4,123-1.4% | $6,407-36.5% |
| Admin fee / account holder | $180 | $5,336-96.6% | $5,150-96.5% | $12,270-98.5% |