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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 | $36,608 | $108,942-66.4% | $100,415-63.5% | $145,897-74.9% |
| Participation rate | 88.9% | 83.0%+5.9pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 19.38% | 58.27%-38.9pp | 49.47%-30.1pp | 552.29%-532.9pp |
| Employer contribution / active EE | $3,488 | $4,422-21.1% | $3,943-11.5% | $4,663-25.2% |
| Participant deferral / active EE | $5,727 | $8,461-32.3% | $8,091-29.2% | $6,689-14.4% |
| Admin fee / account holder | $133 | $9,702-98.6% | $7,906-98.3% | $13,390-99.0% |