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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 | $20,180 | $106,905-81.1% | $84,020-76.0% | $152,885-86.8% |
| Participation rate | 72.2% | 75.2%-3.0pp | 69.0%+3.2pp | 82.5%-10.2pp |
| Annual return | 27.81% | 105.00%-77.2pp | 71.31%-43.5pp | 345.39%-317.6pp |
| Employer contribution / active EE | $2,463 | $2,735-9.9% | $1,984+24.2% | $4,763-48.3% |
| Participant deferral / active EE | $5,143 | $4,012+28.2% | $3,239+58.8% | $5,851-12.1% |
| Admin fee / account holder | $217 | $8,287-97.4% | $6,101-96.4% | $11,598-98.1% |