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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 | $29,703 | $90,530-67.2% | $76,030-60.9% | $145,897-79.6% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 13.05% | 625.08%-612.0pp | 361.54%-348.5pp | 552.29%-539.2pp |
| Employer contribution / active EE | $2,396 | $3,319-27.8% | $2,688-10.9% | $4,663-48.6% |
| Participant deferral / active EE | $5,519 | $5,164+6.9% | $4,257+29.6% | $6,689-17.5% |
| Admin fee / account holder | $107 | $8,383-98.7% | $6,421-98.3% | $13,390-99.2% |