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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 | $109,904-74.0% | $97,167-70.5% | $145,959-80.4% |
| Participation rate | 77.8% | 75.9%+1.8pp | 72.7%+5.1pp | 80.3%-2.5pp |
| Annual return | 18.43% | 243.43%-225.0pp | 75.27%-56.8pp | 561.95%-543.5pp |
| Employer contribution / active EE | $1,928 | $3,084-37.5% | $2,729-29.4% | $4,661-58.6% |
| Participant deferral / active EE | $3,279 | $4,676-29.9% | $4,264-23.1% | $6,689-51.0% |
| Admin fee / account holder | $247 | $6,216-96.0% | $5,650-95.6% | $13,398-98.2% |