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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 | $22,918 | $125,778-81.8% | $114,563-80.0% | $154,746-85.2% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.9%+10.4pp | 80.7%+2.6pp |
| Annual return | 23.66% | 295.14%-271.5pp | 241.09%-217.4pp | 172.34%-148.7pp |
| Employer contribution / active EE | $1,802 | $2,806-35.8% | $2,592-30.5% | $4,379-58.8% |
| Participant deferral / active EE | $2,996 | $4,445-32.6% | $4,142-27.7% | $6,730-55.5% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |