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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 | $33,270 | $111,785-70.2% | $93,669-64.5% | $145,877-77.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 15.08% | 203.79%-188.7pp | 133.59%-118.5pp | 551.28%-536.2pp |
| Employer contribution / active EE | $1,961 | $3,096-36.7% | $2,424-19.1% | $4,663-57.9% |
| Participant deferral / active EE | $3,449 | $4,919-29.9% | $4,416-21.9% | $6,691-48.5% |
| Admin fee / account holder | $137 | $10,256-98.7% | $8,291-98.3% | $13,402-99.0% |