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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 | $37,113 | $103,008-64.0% | $90,304-58.9% | $152,897-75.7% |
| Participation rate | 88.2% | 75.9%+12.4pp | 73.3%+15.0pp | 82.5%+5.8pp |
| Annual return | 25.09% | 95.22%-70.1pp | 78.13%-53.0pp | 345.43%-320.3pp |
| Employer contribution / active EE | $2,474 | $3,139-21.2% | $2,855-13.3% | $4,764-48.1% |
| Participant deferral / active EE | $6,685 | $4,281+56.2% | $3,885+72.1% | $5,851+14.3% |
| Admin fee / account holder | $204 | $6,175-96.7% | $5,354-96.2% | $11,599-98.2% |