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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 | $32,671 | $107,363-69.6% | $92,909-64.8% | $152,897-78.6% |
| Participation rate | 79.2% | 79.8%-0.6pp | 76.0%+3.2pp | 82.5%-3.3pp |
| Annual return | 20.51% | 145.63%-125.1pp | 109.44%-88.9pp | 345.43%-324.9pp |
| Employer contribution / active EE | $2,321 | $4,222-45.0% | $3,653-36.5% | $4,764-51.3% |
| Participant deferral / active EE | $4,430 | $4,848-8.6% | $4,238+4.5% | $5,851-24.3% |
| Admin fee / account holder | $145 | $7,082-97.9% | $5,795-97.5% | $11,599-98.7% |