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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 | $28,624 | $110,093-74.0% | $97,295-70.6% | $145,897-80.4% |
| Participation rate | 77.8% | 75.9%+1.9pp | 72.7%+5.1pp | 80.3%-2.5pp |
| Annual return | 18.43% | 244.76%-226.3pp | 75.62%-57.2pp | 552.29%-533.9pp |
| Employer contribution / active EE | $1,928 | $3,077-37.4% | $2,723-29.2% | $4,663-58.7% |
| Participant deferral / active EE | $3,279 | $4,678-29.9% | $4,264-23.1% | $6,689-51.0% |
| Admin fee / account holder | $247 | $6,212-96.0% | $5,646-95.6% | $13,390-98.2% |