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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 | $46,207 | $102,429-54.9% | $147,096-68.6% | $80,925-42.9% |
| Participation rate | 91.5% | 75.9%+15.6pp | 82.2%+9.3pp | 67.7%+23.8pp |
| Annual return | 171.75% | 135.02%+36.7pp | 419.75%-248.0pp | 35.65%+136.1pp |
| Employer contribution / active EE | $1,760 | $3,716-52.6% | $4,936-64.3% | $2,756-36.2% |
| Participant deferral / active EE | $7,168 | $6,649+7.8% | $8,071-11.2% | $4,299+66.7% |
| Admin fee / account holder | $225 | $7,957-97.2% | $13,005-98.3% | $6,940-96.8% |