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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 | $48,365 | $106,008-54.4% | $92,240-47.6% | $147,586-67.2% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 14.10% | 50.05%-36.0pp | 176.29%-162.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $1,285 | $4,333-70.4% | $3,680-65.1% | $4,876-73.7% |
| Participant deferral / active EE | $2,923 | $4,478-34.7% | $3,897-25.0% | $5,439-46.3% |
| Admin fee / account holder | $145 | $6,333-97.7% | $5,194-97.2% | $10,886-98.7% |