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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 | $31,807 | $104,953-69.7% | $84,637-62.4% | $152,909-79.2% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.5%-2.5pp |
| Annual return | 23.05% | 373.94%-350.9pp | 258.82%-235.8pp | 345.46%-322.4pp |
| Employer contribution / active EE | $1,579 | $3,304-52.2% | $2,653-40.5% | $4,764-66.9% |
| Participant deferral / active EE | $4,906 | $4,691+4.6% | $3,900+25.8% | $5,851-16.1% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |