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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 | $26,372 | $99,079-73.4% | $78,002-66.2% | $273,972-90.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | 3.41% | 217.93%-214.5pp | 425.99%-422.6pp | 41.46%-38.0pp |
| Employer contribution / active EE | $1,792 | $3,308-45.8% | $2,470-27.5% | $4,869-63.2% |
| Participant deferral / active EE | $2,639 | $4,306-38.7% | $3,497-24.5% | $5,287-50.1% |
| Admin fee / account holder | $103 | $8,954-98.8% | $5,481-98.1% | $10,133-99.0% |