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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 | $29,458 | $121,701-75.8% | $104,639-71.8% | $158,982-81.5% |
| Participation rate | 87.5% | 77.5%+10.0pp | 74.1%+13.4pp | 82.0%+5.5pp |
| Annual return | 22.01% | 465.72%-443.7pp | 340.67%-318.7pp | 302.99%-281.0pp |
| Employer contribution / active EE | $1,780 | $3,165-43.8% | $2,682-33.6% | $4,763-62.6% |
| Participant deferral / active EE | $3,464 | $4,176-17.1% | $3,738-7.3% | $5,983-42.1% |
| Admin fee / account holder | $153 | $7,778-98.0% | $6,465-97.6% | $11,252-98.6% |