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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 | $35,964 | $217,427-83.5% | $185,837-80.6% | $167,518-78.5% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 17.76% | 148.39%-130.6pp | 122.08%-104.3pp | 478.71%-461.0pp |
| Employer contribution / active EE | $2,000 | $5,874-65.9% | $5,168-61.3% | $4,838-58.7% |
| Participant deferral / active EE | $7,324 | $6,357+15.2% | $5,568+31.5% | $6,342+15.5% |
| Admin fee / account holder | $26 | $19,816-99.9% | $16,241-99.8% | $12,312-99.8% |