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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 | $45,187 | $72,071-37.3% | $68,368-33.9% | $137,256-67.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.41% | 353.14%-335.7pp | 292.57%-275.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,173 | $2,788-57.9% | $2,649-55.7% | $4,156-71.8% |
| Participant deferral / active EE | $2,159 | $4,410-51.0% | $4,123-47.6% | $6,407-66.3% |
| Admin fee / account holder | $222 | $5,336-95.8% | $5,150-95.7% | $12,270-98.2% |