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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 | $61,447 | $72,071-14.7% | $68,368-10.1% | $137,256-55.2% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 21.06% | 353.14%-332.1pp | 292.57%-271.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,105 | $2,788-60.4% | $2,649-58.3% | $4,156-73.4% |
| Participant deferral / active EE | $4,220 | $4,410-4.3% | $4,123+2.4% | $6,407-34.1% |
| Admin fee / account holder | $235 | $5,336-95.6% | $5,150-95.4% | $12,270-98.1% |