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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 | $28,613 | $121,656-76.5% | $104,614-72.6% | $158,950-82.0% |
| Participation rate | 93.8% | 77.5%+16.2pp | 74.1%+19.7pp | 82.0%+11.8pp |
| Annual return | 24.51% | 465.51%-441.0pp | 340.56%-316.1pp | 302.91%-278.4pp |
| Employer contribution / active EE | $2,270 | $3,164-28.3% | $2,681-15.3% | $4,762-52.3% |
| Participant deferral / active EE | $6,554 | $4,177+56.9% | $3,739+75.3% | $5,983+9.6% |
| Admin fee / account holder | $199 | $7,775-97.4% | $6,464-96.9% | $11,248-98.2% |