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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 | $26,911 | $85,171-68.4% | $172,753-84.4% | $72,976-63.1% |
| Participation rate | 75.0% | 70.1%+4.9pp | 82.6%-7.6pp | 69.5%+5.5pp |
| Annual return | 25.40% | 27.32%-1.9pp | 803.00%-777.6pp | 81.02%-55.6pp |
| Employer contribution / active EE | $1,741 | $3,324-47.6% | $5,144-66.1% | $2,440-28.6% |
| Participant deferral / active EE | $3,272 | $3,260+0.4% | $5,198-37.0% | $3,608-9.3% |
| Admin fee / account holder | $68 | $5,880-98.8% | $13,956-99.5% | $5,124-98.7% |