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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 | $34,264 | $102,385-66.5% | $147,080-76.7% | $80,935-57.7% |
| Participation rate | 76.0% | 75.9%+0.1pp | 82.2%-6.2pp | 67.7%+8.3pp |
| Annual return | 23.68% | 135.09%-111.4pp | 420.17%-396.5pp | 35.66%-12.0pp |
| Employer contribution / active EE | $2,653 | $3,717-28.6% | $4,933-46.2% | $2,757-3.7% |
| Participant deferral / active EE | $5,690 | $6,651-14.5% | $8,066-29.5% | $4,299+32.3% |
| Admin fee / account holder | $209 | $7,951-97.4% | $12,989-98.4% | $6,924-97.0% |