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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 | $25,413 | $112,933-77.5% | $90,970-72.1% | $158,982-84.0% |
| Participation rate | 73.3% | 74.7%-1.4pp | 69.0%+4.3pp | 82.0%-8.6pp |
| Annual return | 31.98% | 215.82%-183.8pp | 134.60%-102.6pp | 302.99%-271.0pp |
| Employer contribution / active EE | $2,464 | $2,893-14.9% | $2,122+16.1% | $4,763-48.3% |
| Participant deferral / active EE | $5,478 | $4,128+32.7% | $3,373+62.4% | $5,983-8.5% |
| Admin fee / account holder | $141 | $8,047-98.2% | $5,961-97.6% | $11,252-98.7% |