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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 | $27,953 | $115,814-75.9% | $101,275-72.4% | $158,982-82.4% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 24.82% | 56.16%-31.3pp | 46.48%-21.7pp | 302.99%-278.2pp |
| Employer contribution / active EE | $2,160 | $4,176-48.3% | $3,660-41.0% | $4,763-54.6% |
| Participant deferral / active EE | $4,999 | $4,958+0.8% | $4,371+14.4% | $5,983-16.4% |
| Admin fee / account holder | $225 | $7,249-96.9% | $5,948-96.2% | $11,252-98.0% |