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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 | $21,703 | $56,134-61.3% | $96,161-77.4% | $85,856-74.7% |
| Participation rate | 77.8% | 56.7%+21.1pp | 68.4%+9.3pp | 69.3%+8.5pp |
| Annual return | 22.18% | 42.30%-20.1pp | 192.01%-169.8pp | 318.58%-296.4pp |
| Employer contribution / active EE | $1,607 | $1,620-0.8% | $2,798-42.6% | $2,565-37.4% |
| Participant deferral / active EE | $4,037 | $2,858+41.3% | $4,349-7.2% | $3,952+2.2% |
| Admin fee / account holder | $212 | $3,769-94.4% | $5,538-96.2% | $6,261-96.6% |