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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 | $30,620 | $88,815-65.5% | $81,882-62.6% | $145,897-79.0% |
| Participation rate | 76.9% | 75.1%+1.8pp | 72.4%+4.5pp | 80.3%-3.4pp |
| Annual return | 15.35% | 1033.75%-1018.4pp | 779.47%-764.1pp | 552.29%-536.9pp |
| Employer contribution / active EE | $2,392 | $3,086-22.5% | $2,916-18.0% | $4,663-48.7% |
| Participant deferral / active EE | $5,854 | $4,647+26.0% | $4,323+35.4% | $6,689-12.5% |
| Admin fee / account holder | $262 | $8,434-96.9% | $7,360-96.4% | $13,390-98.0% |