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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 | $26,945 | $109,411-75.4% | $89,435-69.9% | $158,982-83.1% |
| Participation rate | 78.6% | 74.3%+4.3pp | 68.0%+10.6pp | 82.0%-3.4pp |
| Annual return | 16.40% | 345.68%-329.3pp | 245.55%-229.2pp | 302.99%-286.6pp |
| Employer contribution / active EE | $2,076 | $3,173-34.6% | $2,587-19.7% | $4,763-56.4% |
| Participant deferral / active EE | $3,044 | $4,600-33.8% | $3,890-21.7% | $5,983-49.1% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |