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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 | $111,878-70.3% | $93,727-64.5% | $145,897-77.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 15.08% | 204.28%-189.2pp | 133.83%-118.8pp | 552.29%-537.2pp |
| Employer contribution / active EE | $1,961 | $3,092-36.6% | $2,421-19.0% | $4,663-57.9% |
| Participant deferral / active EE | $3,449 | $4,920-29.9% | $4,417-21.9% | $6,689-48.4% |
| Admin fee / account holder | $137 | $10,256-98.7% | $8,292-98.3% | $13,390-99.0% |