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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 | $35,634 | $109,344-67.4% | $89,400-60.1% | $158,950-77.6% |
| Participation rate | 81.3% | 74.3%+7.0pp | 68.0%+13.3pp | 82.0%-0.7pp |
| Annual return | 18.33% | 345.73%-327.4pp | 245.64%-227.3pp | 302.91%-284.6pp |
| Employer contribution / active EE | $2,770 | $3,170-12.6% | $2,586+7.1% | $4,762-41.8% |
| Participant deferral / active EE | $3,020 | $4,599-34.3% | $3,890-22.4% | $5,983-49.5% |
| Admin fee / account holder | $37 | $6,154-99.4% | $4,882-99.2% | $11,248-99.7% |