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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 | $12,589 | $111,535-88.7% | $105,223-88.0% | $137,256-90.8% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 30.14% | 237.85%-207.7pp | 180.65%-150.5pp | 220.34%-190.2pp |
| Employer contribution / active EE | $1,235 | $3,939-68.7% | $3,689-66.5% | $4,156-70.3% |
| Participant deferral / active EE | $3,710 | $5,500-32.6% | $5,072-26.9% | $6,407-42.1% |
| Admin fee / account holder | $55 | $9,721-99.4% | $8,859-99.4% | $12,270-99.6% |