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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 | $100,073-63.8% | $85,126-57.4% | $145,877-75.2% |
| Participation rate | 95.7% | 74.1%+21.5pp | 67.5%+28.1pp | 80.3%+15.3pp |
| Annual return | 15.64% | 84.11%-68.5pp | 66.63%-51.0pp | 551.28%-535.6pp |
| Employer contribution / active EE | $2,334 | $3,236-27.9% | $2,731-14.6% | $4,663-50.0% |
| Participant deferral / active EE | $5,993 | $5,294+13.2% | $4,523+32.5% | $6,691-10.4% |
| Admin fee / account holder | $73 | $7,261-99.0% | $6,160-98.8% | $13,402-99.5% |