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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 | $35,913 | $112,935-68.2% | $90,970-60.5% | $158,966-77.4% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 21.63% | 215.79%-194.2pp | 134.58%-113.0pp | 302.95%-281.3pp |
| Employer contribution / active EE | $2,147 | $2,895-25.8% | $2,122+1.1% | $4,762-54.9% |
| Participant deferral / active EE | $5,070 | $4,129+22.8% | $3,373+50.3% | $5,983-15.3% |
| Admin fee / account holder | $19 | $8,045-99.8% | $5,960-99.7% | $11,250-99.8% |