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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 | $39,453 | $104,953-62.4% | $84,637-53.4% | $152,909-74.2% |
| Participation rate | 72.7% | 74.8%-2.1pp | 68.2%+4.5pp | 82.5%-9.7pp |
| Annual return | 19.29% | 373.94%-354.6pp | 258.82%-239.5pp | 345.46%-326.2pp |
| Employer contribution / active EE | $1,352 | $3,304-59.1% | $2,653-49.0% | $4,764-71.6% |
| Participant deferral / active EE | $2,231 | $4,691-52.4% | $3,900-42.8% | $5,851-61.9% |
| Admin fee / account holder | $111 | $6,244-98.2% | $4,914-97.7% | $11,601-99.0% |