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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 | $35,659 | $102,429-65.2% | $147,096-75.8% | $80,925-55.9% |
| Participation rate | 71.9% | 75.9%-4.0pp | 82.2%-10.3pp | 67.7%+4.2pp |
| Annual return | 18.82% | 135.02%-116.2pp | 419.75%-400.9pp | 35.65%-16.8pp |
| Employer contribution / active EE | $1,828 | $3,716-50.8% | $4,936-63.0% | $2,756-33.7% |
| Participant deferral / active EE | $6,688 | $6,649+0.6% | $8,071-17.1% | $4,299+55.6% |
| Admin fee / account holder | $271 | $7,957-96.6% | $13,005-97.9% | $6,940-96.1% |