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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 | $25,889 | $112,933-77.1% | $90,970-71.5% | $158,982-83.7% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 24.93% | 215.82%-190.9pp | 134.60%-109.7pp | 302.99%-278.1pp |
| Employer contribution / active EE | $1,497 | $2,893-48.3% | $2,122-29.5% | $4,763-68.6% |
| Participant deferral / active EE | $5,042 | $4,128+22.2% | $3,373+49.5% | $5,983-15.7% |
| Admin fee / account holder | $81 | $8,047-99.0% | $5,961-98.6% | $11,252-99.3% |