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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 | $35,713 | $165,351-78.4% | $149,710-76.1% | $158,931-77.5% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 44.93% | 348.19%-303.3pp | 276.63%-231.7pp | 302.86%-257.9pp |
| Employer contribution / active EE | $3,164 | $5,103-38.0% | $4,645-31.9% | $4,761-33.5% |
| Participant deferral / active EE | $11,625 | $7,181+61.9% | $6,842+69.9% | $5,982+94.3% |
| Admin fee / account holder | $96 | $10,807-99.1% | $9,309-99.0% | $11,247-99.1% |