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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 | $36,164 | $109,411-66.9% | $89,435-59.6% | $158,982-77.3% |
| Participation rate | 81.3% | 74.3%+7.0pp | 68.0%+13.3pp | 82.0%-0.7pp |
| Annual return | 20.22% | 345.68%-325.5pp | 245.55%-225.3pp | 302.99%-282.8pp |
| Employer contribution / active EE | $2,897 | $3,173-8.7% | $2,587+12.0% | $4,763-39.2% |
| Participant deferral / active EE | $4,381 | $4,600-4.8% | $3,890+12.6% | $5,983-26.8% |
| Admin fee / account holder | $236 | $6,159-96.2% | $4,884-95.2% | $11,252-97.9% |