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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 | $35,515 | $100,938-64.8% | $90,461-60.7% | $158,982-77.7% |
| Participation rate | 72.2% | 75.0%-2.8pp | 72.7%-0.5pp | 82.0%-9.7pp |
| Annual return | 10.48% | 1727.20%-1716.7pp | 1294.76%-1284.3pp | 302.99%-292.5pp |
| Employer contribution / active EE | $2,342 | $3,691-36.6% | $3,264-28.3% | $4,763-50.8% |
| Participant deferral / active EE | $5,943 | $4,350+36.6% | $3,964+49.9% | $5,983-0.7% |
| Admin fee / account holder | $25 | $6,510-99.6% | $5,617-99.6% | $11,252-99.8% |