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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 | $109,967-74.0% | $97,197-70.6% | $145,877-80.4% |
| Participation rate | 77.8% | 76.0%+1.8pp | 72.7%+5.1pp | 80.3%-2.5pp |
| Annual return | 18.43% | 244.27%-225.8pp | 75.47%-57.0pp | 551.28%-532.9pp |
| Employer contribution / active EE | $1,928 | $3,077-37.3% | $2,723-29.2% | $4,663-58.7% |
| Participant deferral / active EE | $3,279 | $4,676-29.9% | $4,263-23.1% | $6,691-51.0% |
| Admin fee / account holder | $247 | $6,199-96.0% | $5,637-95.6% | $13,402-98.2% |