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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 | $36,241 | $100,203-63.8% | $85,240-57.5% | $145,897-75.2% |
| Participation rate | 95.7% | 74.1%+21.6pp | 67.5%+28.1pp | 80.3%+15.3pp |
| Annual return | 15.64% | 84.28%-68.6pp | 66.75%-51.1pp | 552.29%-536.7pp |
| Employer contribution / active EE | $2,334 | $3,242-28.0% | $2,735-14.7% | $4,663-49.9% |
| Participant deferral / active EE | $5,993 | $5,299+13.1% | $4,527+32.4% | $6,689-10.4% |
| Admin fee / account holder | $73 | $7,265-99.0% | $6,165-98.8% | $13,390-99.5% |