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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 | $30,168 | $111,830-73.0% | $93,696-67.8% | $145,884-79.3% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 17.91% | 204.08%-186.2pp | 133.74%-115.8pp | 551.85%-533.9pp |
| Employer contribution / active EE | $5,569 | $3,093+80.0% | $2,422+129.9% | $4,662+19.4% |
| Participant deferral / active EE | $5,123 | $4,920+4.1% | $4,417+16.0% | $6,690-23.4% |
| Admin fee / account holder | $110 | $10,249-98.9% | $8,287-98.7% | $13,392-99.2% |