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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 | $88,702-65.5% | $81,780-62.6% | $145,978-79.0% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.4%+4.6pp | 80.3%-3.4pp |
| Annual return | 15.35% | 1029.12%-1013.8pp | 776.27%-760.9pp | 550.52%-535.2pp |
| Employer contribution / active EE | $2,392 | $3,084-22.4% | $2,914-17.9% | $4,662-48.7% |
| Participant deferral / active EE | $5,854 | $4,645+26.0% | $4,321+35.5% | $6,690-12.5% |
| Admin fee / account holder | $262 | $8,414-96.9% | $7,384-96.4% | $13,400-98.0% |