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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 | $32,236 | $98,776-67.4% | $149,745-78.5% | $79,856-59.6% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.5%+11.1pp | 69.6%+23.9pp |
| Annual return | 23.87% | 27.38%-3.5pp | 276.72%-252.8pp | 31.71%-7.8pp |
| Employer contribution / active EE | $2,906 | $3,217-9.7% | $4,646-37.4% | $2,471+17.6% |
| Participant deferral / active EE | $6,894 | $5,681+21.3% | $6,843+0.7% | $3,741+84.3% |
| Admin fee / account holder | $56 | $6,053-99.1% | $9,312-99.4% | $5,306-98.9% |