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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 | $54,273 | $103,038-47.3% | $90,324-39.9% | $152,909-64.5% |
| Participation rate | 94.4% | 75.9%+18.6pp | 73.3%+21.2pp | 82.5%+12.0pp |
| Annual return | 25.09% | 95.25%-70.2pp | 78.15%-53.1pp | 345.46%-320.4pp |
| Employer contribution / active EE | $4,547 | $3,141+44.8% | $2,856+59.2% | $4,764-4.5% |
| Participant deferral / active EE | $4,782 | $4,282+11.7% | $3,885+23.1% | $5,851-18.3% |
| Admin fee / account holder | $279 | $6,177-95.5% | $5,356-94.8% | $11,601-97.6% |