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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 | $20,363 | $88,815-77.1% | $81,882-75.1% | $145,897-86.0% |
| Participation rate | 76.5% | 75.1%+1.4pp | 72.4%+4.1pp | 80.3%-3.8pp |
| Annual return | 16.19% | 1033.75%-1017.6pp | 779.47%-763.3pp | 552.29%-536.1pp |
| Employer contribution / active EE | $2,313 | $3,086-25.1% | $2,916-20.7% | $4,663-50.4% |
| Participant deferral / active EE | $3,616 | $4,647-22.2% | $4,323-16.4% | $6,689-45.9% |
| Admin fee / account holder | $196 | $8,434-97.7% | $7,360-97.3% | $13,390-98.5% |