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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 | $23,563 | $197,819-88.1% | $155,789-84.9% | $125,389-81.2% |
| Participation rate | 78.6% | 82.1%-3.5pp | 76.1%+2.5pp | 83.2%-4.6pp |
| Annual return | 53.87% | 86.73%-32.9pp | 71.54%-17.7pp | 282.24%-228.4pp |
| Employer contribution / active EE | $3,384 | $4,850-30.2% | $3,839-11.8% | $4,866-30.5% |
| Participant deferral / active EE | $6,950 | $5,631+23.4% | $4,798+44.8% | $5,352+29.9% |
| Admin fee / account holder | $11 | $9,544-99.9% | $7,477-99.8% | $9,541-99.9% |