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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 | $16,500 | $148,582-88.9% | $135,942-87.9% | $139,456-88.2% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 33.57% | 79.26%-45.7pp | 68.28%-34.7pp | 373.45%-339.9pp |
| Employer contribution / active EE | $3,447 | $5,245-34.3% | $4,858-29.0% | $4,753-27.5% |
| Participant deferral / active EE | $4,528 | $8,101-44.1% | $7,759-41.6% | $6,711-32.5% |
| Admin fee / account holder | $40 | $12,402-99.7% | $10,764-99.6% | $11,407-99.6% |