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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 | $32,869 | $107,368-69.4% | $92,915-64.6% | $152,909-78.5% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 21.55% | 145.64%-124.1pp | 109.45%-87.9pp | 345.46%-323.9pp |
| Employer contribution / active EE | $2,373 | $4,222-43.8% | $3,653-35.0% | $4,764-50.2% |
| Participant deferral / active EE | $5,863 | $4,848+20.9% | $4,238+38.3% | $5,851+0.2% |
| Admin fee / account holder | $260 | $7,082-96.3% | $5,796-95.5% | $11,601-97.8% |