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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 | $29,285 | $98,776-70.4% | $149,745-80.4% | $79,856-63.3% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.5%+15.3pp | 69.6%+28.2pp |
| Annual return | 76.88% | 27.38%+49.5pp | 276.72%-199.8pp | 31.71%+45.2pp |
| Employer contribution / active EE | $3,050 | $3,217-5.2% | $4,646-34.4% | $2,471+23.4% |
| Participant deferral / active EE | $8,436 | $5,681+48.5% | $6,843+23.3% | $3,741+125.5% |
| Admin fee / account holder | $71 | $6,053-98.8% | $9,312-99.2% | $5,306-98.7% |