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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 | $37,797 | $108,882-65.3% | $96,754-60.9% | $154,746-75.6% |
| Participation rate | 87.5% | 75.1%+12.4pp | 70.3%+17.2pp | 80.7%+6.8pp |
| Annual return | 17.11% | 98.39%-81.3pp | 82.04%-64.9pp | 172.34%-155.2pp |
| Employer contribution / active EE | $5,011 | $3,018+66.0% | $2,679+87.0% | $4,379+14.4% |
| Participant deferral / active EE | $4,229 | $5,323-20.5% | $4,758-11.1% | $6,730-37.2% |
| Admin fee / account holder | $100 | $10,200-99.0% | $8,905-98.9% | $14,365-99.3% |