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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 | $28,859 | $115,810-75.1% | $101,271-71.5% | $158,966-81.8% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 24.91% | 56.15%-31.2pp | 46.48%-21.6pp | 302.95%-278.0pp |
| Employer contribution / active EE | $2,775 | $4,175-33.6% | $3,660-24.2% | $4,762-41.7% |
| Participant deferral / active EE | $6,349 | $4,958+28.1% | $4,371+45.3% | $5,983+6.1% |
| Admin fee / account holder | $164 | $7,248-97.7% | $5,948-97.2% | $11,250-98.5% |