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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 | $46,653 | $99,079-52.9% | $78,002-40.2% | $273,972-83.0% |
| Participation rate | 91.3% | 78.6%+12.7pp | 75.5%+15.8pp | 83.0%+8.3pp |
| Annual return | 8.08% | 217.93%-209.8pp | 425.99%-417.9pp | 41.46%-33.4pp |
| Employer contribution / active EE | $2,265 | $3,308-31.5% | $2,470-8.3% | $4,869-53.5% |
| Participant deferral / active EE | $3,363 | $4,306-21.9% | $3,497-3.8% | $5,287-36.4% |
| Admin fee / account holder | $202 | $8,954-97.7% | $5,481-96.3% | $10,133-98.0% |