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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 | $20,325 | $111,535-81.8% | $105,223-80.7% | $137,256-85.2% |
| Participation rate | 78.6% | 78.1%+0.5pp | 75.0%+3.5pp | 80.0%-1.4pp |
| Annual return | 65.31% | 237.85%-172.5pp | 180.65%-115.3pp | 220.34%-155.0pp |
| Employer contribution / active EE | $1,233 | $3,939-68.7% | $3,689-66.6% | $4,156-70.3% |
| Participant deferral / active EE | $2,341 | $5,500-57.4% | $5,072-53.8% | $6,407-63.5% |
| Admin fee / account holder | $257 | $9,721-97.4% | $8,859-97.1% | $12,270-97.9% |