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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 | $16,212 | $109,344-85.2% | $89,400-81.9% | $158,950-89.8% |
| Participation rate | 95.8% | 74.3%+21.6pp | 68.0%+27.9pp | 82.0%+13.9pp |
| Annual return | 21.34% | 345.73%-324.4pp | 245.64%-224.3pp | 302.91%-281.6pp |
| Employer contribution / active EE | $1,982 | $3,170-37.5% | $2,586-23.3% | $4,762-58.4% |
| Participant deferral / active EE | $3,584 | $4,599-22.1% | $3,890-7.9% | $5,983-40.1% |
| Admin fee / account holder | $257 | $6,154-95.8% | $4,882-94.7% | $11,248-97.7% |