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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 | $26,025 | $176,402-85.2% | $134,162-80.6% | $158,982-83.6% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 24.25% | 63.66%-39.4pp | 36.35%-12.1pp | 302.99%-278.7pp |
| Employer contribution / active EE | $7,778 | $5,042+54.2% | $3,705+109.9% | $4,763+63.3% |
| Participant deferral / active EE | $3,753 | $4,093-8.3% | $3,500+7.2% | $5,983-37.3% |
| Admin fee / account holder | $54 | $8,719-99.4% | $6,685-99.2% | $11,252-99.5% |