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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 | $32,154 | $98,760-67.4% | $149,715-78.5% | $79,858-59.7% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.5%+3.2pp | 69.6%+16.1pp |
| Annual return | 51.01% | 27.43%+23.6pp | 276.66%-225.7pp | 31.72%+19.3pp |
| Employer contribution / active EE | $2,378 | $3,217-26.1% | $4,645-48.8% | $2,471-3.8% |
| Participant deferral / active EE | $5,289 | $5,681-6.9% | $6,842-22.7% | $3,740+41.4% |
| Admin fee / account holder | $5 | $6,053-99.9% | $9,310-99.9% | $5,306-99.9% |