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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 | $34,267 | $102,638-66.6% | $81,991-58.2% | $158,966-78.4% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.3%+16.5pp | 82.0%+3.8pp |
| Annual return | 33.88% | 61.05%-27.2pp | 41.31%-7.4pp | 302.95%-269.1pp |
| Employer contribution / active EE | $3,906 | $3,241+20.5% | $2,498+56.3% | $4,762-18.0% |
| Participant deferral / active EE | $9,551 | $4,649+105.4% | $3,722+156.6% | $5,983+59.6% |
| Admin fee / account holder | $161 | $8,237-98.0% | $5,665-97.2% | $11,250-98.6% |