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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 | $25,750 | $109,344-76.5% | $89,400-71.2% | $158,950-83.8% |
| Participation rate | 72.7% | 74.3%-1.5pp | 68.0%+4.7pp | 82.0%-9.2pp |
| Annual return | 26.59% | 345.73%-319.1pp | 245.64%-219.1pp | 302.91%-276.3pp |
| Employer contribution / active EE | $1,951 | $3,170-38.5% | $2,586-24.6% | $4,762-59.0% |
| Participant deferral / active EE | $5,943 | $4,599+29.2% | $3,890+52.8% | $5,983-0.7% |
| Admin fee / account holder | $13 | $6,154-99.8% | $4,882-99.7% | $11,248-99.9% |