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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 | $53,015 | $83,337-36.4% | $67,834-21.8% | $273,972-80.6% |
| Participation rate | 86.4% | 76.4%+9.9pp | 68.8%+17.6pp | 83.0%+3.3pp |
| Annual return | 11.30% | 259.45%-248.1pp | 138.47%-127.2pp | 41.46%-30.2pp |
| Employer contribution / active EE | $1,932 | $3,287-41.2% | $2,403-19.6% | $4,869-60.3% |
| Participant deferral / active EE | $3,273 | $4,088-19.9% | $3,160+3.6% | $5,287-38.1% |
| Admin fee / account holder | $7 | $6,752-99.9% | $4,622-99.8% | $10,133-99.9% |