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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 | $43,454 | $88,815-51.1% | $81,882-46.9% | $145,897-70.2% |
| Participation rate | 81.3% | 75.1%+6.2pp | 72.4%+8.9pp | 80.3%+0.9pp |
| Annual return | 12.20% | 1033.75%-1021.6pp | 779.47%-767.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,292 | $3,086-58.1% | $2,916-55.7% | $4,663-72.3% |
| Participant deferral / active EE | $5,782 | $4,647+24.4% | $4,323+33.7% | $6,689-13.6% |
| Admin fee / account holder | $299 | $8,434-96.5% | $7,360-95.9% | $13,390-97.8% |