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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 | $46,291 | $96,678-52.1% | $86,640-46.6% | $139,466-66.8% |
| Participation rate | 82.6% | 74.4%+8.2pp | 71.7%+10.9pp | 80.3%+2.3pp |
| Annual return | 21.02% | 106.69%-85.7pp | 592.52%-571.5pp | 373.66%-352.6pp |
| Employer contribution / active EE | $1,322 | $3,265-59.5% | $3,024-56.3% | $4,754-72.2% |
| Participant deferral / active EE | $2,782 | $4,837-42.5% | $4,438-37.3% | $6,712-58.6% |
| Admin fee / account holder | $44 | $6,410-99.3% | $5,616-99.2% | $11,409-99.6% |