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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 | $15,591 | $107,941-85.6% | $91,994-83.1% | $152,897-89.8% |
| Participation rate | 71.4% | 81.2%-9.8pp | 78.6%-7.2pp | 82.5%-11.0pp |
| Annual return | 40.55% | 89.28%-48.7pp | 69.04%-28.5pp | 345.43%-304.9pp |
| Employer contribution / active EE | $3,553 | $4,212-15.6% | $3,453+2.9% | $4,764-25.4% |
| Participant deferral / active EE | $5,682 | $6,366-10.7% | $5,924-4.1% | $5,851-2.9% |
| Admin fee / account holder | $64 | $10,521-99.4% | $7,744-99.2% | $11,599-99.4% |