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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 | $26,416 | $103,038-74.4% | $90,324-70.8% | $152,909-82.7% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.5%+8.5pp |
| Annual return | 25.80% | 95.25%-69.5pp | 78.15%-52.4pp | 345.46%-319.7pp |
| Employer contribution / active EE | $2,416 | $3,141-23.1% | $2,856-15.4% | $4,764-49.3% |
| Participant deferral / active EE | $7,106 | $4,282+66.0% | $3,885+82.9% | $5,851+21.4% |
| Admin fee / account holder | $17 | $6,177-99.7% | $5,356-99.7% | $11,601-99.9% |