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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 | $39,438 | $99,652-60.4% | $78,778-49.9% | $147,585-73.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 23.34% | 47.28%-23.9pp | 35.62%-12.3pp | 578.57%-555.2pp |
| Employer contribution / active EE | $3,752 | $2,796+34.2% | $1,986+89.0% | $4,876-23.1% |
| Participant deferral / active EE | $6,815 | $3,664+86.0% | $2,958+130.4% | $5,439+25.3% |
| Admin fee / account holder | $29 | $7,155-99.6% | $5,134-99.4% | $10,885-99.7% |