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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 | $29,996 | $103,000-70.9% | $90,300-66.8% | $152,885-80.4% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 26.61% | 95.19%-68.6pp | 78.11%-51.5pp | 345.39%-318.8pp |
| Employer contribution / active EE | $3,368 | $3,138+7.3% | $2,854+18.0% | $4,763-29.3% |
| Participant deferral / active EE | $5,977 | $4,281+39.6% | $3,884+53.9% | $5,851+2.2% |
| Admin fee / account holder | $18 | $6,173-99.7% | $5,353-99.7% | $11,598-99.8% |