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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 | $42,111 | $109,908-61.7% | $97,161-56.7% | $145,978-71.2% |
| Participation rate | 94.7% | 75.9%+18.8pp | 72.7%+22.0pp | 80.3%+14.4pp |
| Annual return | 11.70% | 243.80%-232.1pp | 75.36%-63.7pp | 550.52%-538.8pp |
| Employer contribution / active EE | $1,244 | $3,077-59.6% | $2,723-54.3% | $4,662-73.3% |
| Participant deferral / active EE | $3,343 | $4,679-28.6% | $4,265-21.6% | $6,690-50.0% |
| Admin fee / account holder | $218 | $6,213-96.5% | $5,647-96.1% | $13,400-98.4% |