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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 | $25,544 | $109,411-76.7% | $89,435-71.4% | $158,982-83.9% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.3pp | 82.0%+1.4pp |
| Annual return | 22.80% | 345.68%-322.9pp | 245.55%-222.8pp | 302.99%-280.2pp |
| Employer contribution / active EE | $1,376 | $3,173-56.6% | $2,587-46.8% | $4,763-71.1% |
| Participant deferral / active EE | $2,555 | $4,600-44.5% | $3,890-34.3% | $5,983-57.3% |
| Admin fee / account holder | $136 | $6,159-97.8% | $4,884-97.2% | $11,252-98.8% |