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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 | $26,260 | $99,652-73.6% | $78,778-66.7% | $147,586-82.2% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 20.03% | 47.28%-27.3pp | 35.62%-15.6pp | 578.59%-558.6pp |
| Employer contribution / active EE | $3,861 | $2,796+38.1% | $1,986+94.5% | $4,876-20.8% |
| Participant deferral / active EE | $1,885 | $3,664-48.5% | $2,958-36.3% | $5,439-65.3% |
| Admin fee / account holder | $11 | $7,155-99.8% | $5,134-99.8% | $10,886-99.9% |