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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 | $29,811 | $84,236-64.6% | $170,435-82.5% | $70,126-57.5% |
| Participation rate | 73.1% | 70.8%+2.2pp | 83.6%-10.5pp | 69.5%+3.5pp |
| Annual return | 39.28% | 23.06%+16.2pp | 205.94%-166.7pp | 73.15%-33.9pp |
| Employer contribution / active EE | $2,242 | $3,387-33.8% | $5,432-58.7% | $2,343-4.3% |
| Participant deferral / active EE | $3,876 | $3,086+25.6% | $4,939-21.5% | $3,332+16.3% |
| Admin fee / account holder | -$21 | $5,698-100.4% | $13,881-100.2% | $4,645-100.5% |