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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 | $27,522 | $80,753-65.9% | $136,298-79.8% | $62,293-55.8% |
| Participation rate | 78.9% | 73.5%+5.4pp | 81.9%-3.0pp | 69.5%+9.4pp |
| Annual return | 29.42% | 35.83%-6.4pp | 5156.27%-5126.8pp | 28.90%+0.5pp |
| Employer contribution / active EE | $4,455 | $2,884+54.5% | $4,696-5.1% | $2,042+118.2% |
| Participant deferral / active EE | $5,840 | $5,164+13.1% | $6,247-6.5% | $3,169+84.3% |
| Admin fee / account holder | $180 | $525-65.8% | $9,244-98.1% | $479-62.5% |