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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 | $32,466 | $88,815-63.4% | $81,882-60.3% | $145,897-77.7% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 10.11% | 1033.75%-1023.6pp | 779.47%-769.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,870 | $3,086-39.4% | $2,916-35.9% | $4,663-59.9% |
| Participant deferral / active EE | $3,471 | $4,647-25.3% | $4,323-19.7% | $6,689-48.1% |
| Admin fee / account holder | $253 | $8,434-97.0% | $7,360-96.6% | $13,390-98.1% |