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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 | $35,987 | $115,796-68.9% | $101,264-64.5% | $158,950-77.4% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 15.45% | 56.15%-40.7pp | 46.48%-31.0pp | 302.91%-287.5pp |
| Employer contribution / active EE | $2,549 | $4,175-38.9% | $3,660-30.4% | $4,762-46.5% |
| Participant deferral / active EE | $2,859 | $4,958-42.3% | $4,370-34.6% | $5,983-52.2% |
| Admin fee / account holder | $17 | $7,247-99.8% | $5,947-99.7% | $11,248-99.9% |