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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 | $30,258 | $77,901-61.2% | $149,717-79.8% | $75,181-59.8% |
| Participation rate | 96.3% | 65.6%+30.7pp | 78.8%+17.5pp | 67.2%+29.1pp |
| Annual return | 23.41% | 31.73%-8.3pp | 134.41%-111.0pp | 160.69%-137.3pp |
| Employer contribution / active EE | $4,925 | $3,137+57.0% | $4,820+2.2% | $2,671+84.4% |
| Participant deferral / active EE | $2,939 | $3,411-13.8% | $5,682-48.3% | $4,126-28.8% |
| Admin fee / account holder | $246 | $5,949-95.9% | $13,213-98.1% | $5,650-95.6% |