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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 | $25,979 | $112,933-77.0% | $90,970-71.4% | $158,982-83.7% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 17.68% | 215.82%-198.1pp | 134.60%-116.9pp | 302.99%-285.3pp |
| Employer contribution / active EE | $1,387 | $2,893-52.1% | $2,122-34.6% | $4,763-70.9% |
| Participant deferral / active EE | $5,093 | $4,128+23.4% | $3,373+51.0% | $5,983-14.9% |
| Admin fee / account holder | $265 | $8,047-96.7% | $5,961-95.6% | $11,252-97.6% |