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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 | $99,921-63.7% | $85,009-57.4% | $145,959-75.2% |
| Participation rate | 95.7% | 74.1%+21.6pp | 67.5%+28.1pp | 80.3%+15.4pp |
| Annual return | 15.64% | 83.89%-68.2pp | 66.47%-50.8pp | 561.95%-546.3pp |
| Employer contribution / active EE | $2,334 | $3,233-27.8% | $2,728-14.5% | $4,661-49.9% |
| Participant deferral / active EE | $5,993 | $5,293+13.2% | $4,522+32.5% | $6,689-10.4% |
| Admin fee / account holder | $73 | $7,252-99.0% | $6,153-98.8% | $13,398-99.5% |