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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 | $21,545 | $109,411-80.3% | $89,435-75.9% | $158,982-86.4% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 20.30% | 345.68%-325.4pp | 245.55%-225.3pp | 302.99%-282.7pp |
| Employer contribution / active EE | $1,376 | $3,173-56.6% | $2,587-46.8% | $4,763-71.1% |
| Participant deferral / active EE | $4,419 | $4,600-3.9% | $3,890+13.6% | $5,983-26.1% |
| Admin fee / account holder | $10 | $6,159-99.8% | $4,884-99.8% | $11,252-99.9% |