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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 | $27,119 | $104,937-74.2% | $84,628-68.0% | $152,897-82.3% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.5%-2.5pp |
| Annual return | 21.60% | 373.88%-352.3pp | 258.80%-237.2pp | 345.43%-323.8pp |
| Employer contribution / active EE | $1,535 | $3,303-53.5% | $2,653-42.2% | $4,764-67.8% |
| Participant deferral / active EE | $2,714 | $4,690-42.1% | $3,900-30.4% | $5,851-53.6% |
| Admin fee / account holder | $229 | $6,243-96.3% | $4,914-95.3% | $11,599-98.0% |