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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 | $17,504 | $149,040-88.3% | $120,225-85.4% | $137,256-87.2% |
| Participation rate | 83.3% | 75.4%+7.9pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 23.26% | 605.68%-582.4pp | 439.23%-416.0pp | 220.34%-197.1pp |
| Employer contribution / active EE | $1,368 | $4,350-68.5% | $3,475-60.6% | $4,156-67.1% |
| Participant deferral / active EE | $5,180 | $4,655+11.3% | $3,999+29.5% | $6,407-19.1% |
| Admin fee / account holder | $167 | $6,348-97.4% | $5,696-97.1% | $12,270-98.6% |