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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 | $28,208 | $99,079-71.5% | $78,002-63.8% | $273,972-89.7% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.5%+10.2pp | 83.0%+2.7pp |
| Annual return | 6.28% | 217.93%-211.6pp | 425.99%-419.7pp | 41.46%-35.2pp |
| Employer contribution / active EE | $1,828 | $3,308-44.7% | $2,470-26.0% | $4,869-62.4% |
| Participant deferral / active EE | $7,476 | $4,306+73.6% | $3,497+113.8% | $5,287+41.4% |
| Admin fee / account holder | $278 | $8,954-96.9% | $5,481-94.9% | $10,133-97.3% |