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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 | $36,479 | $105,160-65.3% | $94,679-61.5% | $139,456-73.8% |
| Participation rate | 92.3% | 82.4%+9.9pp | 80.8%+11.5pp | 80.3%+12.0pp |
| Annual return | 22.25% | 38.04%-15.8pp | 156.75%-134.5pp | 373.45%-351.2pp |
| Employer contribution / active EE | $3,099 | $4,107-24.5% | $3,673-15.6% | $4,753-34.8% |
| Participant deferral / active EE | $6,856 | $7,599-9.8% | $7,417-7.6% | $6,711+2.1% |
| Admin fee / account holder | $65 | $8,988-99.3% | $7,233-99.1% | $11,407-99.4% |