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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 | $27,374 | $162,529-83.2% | $130,788-79.1% | $154,746-82.3% |
| Participation rate | 83.3% | 75.9%+7.5pp | 70.1%+13.2pp | 80.7%+2.6pp |
| Annual return | 20.58% | 510.48%-489.9pp | 386.44%-365.9pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,300 | $4,447-70.8% | $3,558-63.5% | $4,379-70.3% |
| Participant deferral / active EE | $4,112 | $4,808-14.5% | $4,137-0.6% | $6,730-38.9% |
| Admin fee / account holder | $54 | $7,669-99.3% | $6,673-99.2% | $14,365-99.6% |