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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 | $46,668 | $99,079-52.9% | $78,002-40.2% | $273,972-83.0% |
| Participation rate | 81.0% | 78.6%+2.4pp | 75.5%+5.4pp | 83.0%-2.1pp |
| Annual return | 8.72% | 217.93%-209.2pp | 425.99%-417.3pp | 41.46%-32.7pp |
| Employer contribution / active EE | $2,453 | $3,308-25.8% | $2,470-0.7% | $4,869-49.6% |
| Participant deferral / active EE | $2,779 | $4,306-35.5% | $3,497-20.5% | $5,287-47.4% |
| Admin fee / account holder | $49 | $8,954-99.5% | $5,481-99.1% | $10,133-99.5% |