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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 | $44,713 | $109,411-59.1% | $89,435-50.0% | $158,982-71.9% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 17.94% | 345.68%-327.7pp | 245.55%-227.6pp | 302.99%-285.0pp |
| Employer contribution / active EE | $1,685 | $3,173-46.9% | $2,587-34.9% | $4,763-64.6% |
| Participant deferral / active EE | $2,723 | $4,600-40.8% | $3,890-30.0% | $5,983-54.5% |
| Admin fee / account holder | $9 | $6,159-99.9% | $4,884-99.8% | $11,252-99.9% |