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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 | $20,990 | $109,967-80.9% | $97,197-78.4% | $145,877-85.6% |
| Participation rate | 71.4% | 76.0%-4.5pp | 72.7%-1.3pp | 80.3%-8.9pp |
| Annual return | 16.09% | 244.27%-228.2pp | 75.47%-59.4pp | 551.28%-535.2pp |
| Employer contribution / active EE | $1,983 | $3,077-35.5% | $2,723-27.2% | $4,663-57.5% |
| Participant deferral / active EE | $3,416 | $4,676-27.0% | $4,263-19.9% | $6,691-48.9% |
| Admin fee / account holder | $169 | $6,199-97.3% | $5,637-97.0% | $13,402-98.7% |