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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 | $37,203 | $121,701-69.4% | $104,639-64.4% | $158,982-76.6% |
| Participation rate | 87.5% | 77.5%+10.0pp | 74.1%+13.4pp | 82.0%+5.5pp |
| Annual return | 16.20% | 465.72%-449.5pp | 340.67%-324.5pp | 302.99%-286.8pp |
| Employer contribution / active EE | $1,671 | $3,165-47.2% | $2,682-37.7% | $4,763-64.9% |
| Participant deferral / active EE | $3,642 | $4,176-12.8% | $3,738-2.6% | $5,983-39.1% |
| Admin fee / account holder | $207 | $7,778-97.3% | $6,465-96.8% | $11,252-98.2% |