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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 | $35,273 | $110,039-67.9% | $97,260-63.7% | $145,884-75.8% |
| Participation rate | 85.7% | 75.9%+9.8pp | 72.7%+13.1pp | 80.3%+5.4pp |
| Annual return | 13.27% | 244.44%-231.2pp | 75.54%-62.3pp | 551.85%-538.6pp |
| Employer contribution / active EE | $2,819 | $3,074-8.3% | $2,721+3.6% | $4,662-39.5% |
| Participant deferral / active EE | $15,075 | $4,674+222.5% | $4,262+253.7% | $6,690+125.3% |
| Admin fee / account holder | $276 | $6,204-95.5% | $5,640-95.1% | $13,392-97.9% |