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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 | $33,239 | $90,530-63.3% | $76,030-56.3% | $145,897-77.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 22.42% | 625.08%-602.7pp | 361.54%-339.1pp | 552.29%-529.9pp |
| Employer contribution / active EE | $1,875 | $3,319-43.5% | $2,688-30.2% | $4,663-59.8% |
| Participant deferral / active EE | $4,793 | $5,164-7.2% | $4,257+12.6% | $6,689-28.3% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |