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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 | $35,445 | $72,071-50.8% | $68,368-48.2% | $137,256-74.2% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 21.05% | 353.14%-332.1pp | 292.57%-271.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,024 | $2,788-27.4% | $2,649-23.6% | $4,156-51.3% |
| Participant deferral / active EE | $7,476 | $4,410+69.5% | $4,123+81.3% | $6,407+16.7% |
| Admin fee / account holder | $72 | $5,336-98.6% | $5,150-98.6% | $12,270-99.4% |