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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 | $31,122 | $68,097-54.3% | $62,929-50.5% | $137,256-77.3% |
| Participation rate | 70.0% | 77.4%-7.4pp | 73.1%-3.1pp | 80.0%-10.0pp |
| Annual return | 29.46% | 1859.11%-1829.7pp | 1063.93%-1034.5pp | 220.34%-190.9pp |
| Employer contribution / active EE | $2,003 | $2,811-28.8% | $2,505-20.0% | $4,156-51.8% |
| Participant deferral / active EE | $5,697 | $4,553+25.1% | $3,888+46.5% | $6,407-11.1% |
| Admin fee / account holder | $273 | $6,521-95.8% | $5,065-94.6% | $12,270-97.8% |