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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 | $20,845 | $111,535-81.3% | $105,223-80.2% | $137,256-84.8% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 22.97% | 237.85%-214.9pp | 180.65%-157.7pp | 220.34%-197.4pp |
| Employer contribution / active EE | $3,131 | $3,939-20.5% | $3,689-15.1% | $4,156-24.7% |
| Participant deferral / active EE | $3,870 | $5,500-29.6% | $5,072-23.7% | $6,407-39.6% |
| Admin fee / account holder | $120 | $9,721-98.8% | $8,859-98.6% | $12,270-99.0% |