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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 | $23,482 | $112,935-79.2% | $90,970-74.2% | $158,966-85.2% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | 20.17% | 215.79%-195.6pp | 134.58%-114.4pp | 302.95%-282.8pp |
| Employer contribution / active EE | $1,576 | $2,895-45.5% | $2,122-25.7% | $4,762-66.9% |
| Participant deferral / active EE | $2,265 | $4,129-45.1% | $3,373-32.9% | $5,983-62.1% |
| Admin fee / account holder | $213 | $8,045-97.4% | $5,960-96.4% | $11,250-98.1% |