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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 | $30,080 | $152,619-80.3% | $125,195-76.0% | $152,909-80.3% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.5%+7.5pp |
| Annual return | 18.14% | 54.85%-36.7pp | 43.79%-25.7pp | 345.46%-327.3pp |
| Employer contribution / active EE | $2,084 | $4,947-57.9% | $3,866-46.1% | $4,764-56.3% |
| Participant deferral / active EE | $6,896 | $5,869+17.5% | $4,937+39.7% | $5,851+17.9% |
| Admin fee / account holder | $30 | $13,437-99.8% | $9,704-99.7% | $11,601-99.7% |