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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 | $33,371 | $103,000-67.6% | $90,300-63.0% | $152,885-78.2% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.5%+5.0pp |
| Annual return | 20.02% | 95.19%-75.2pp | 78.11%-58.1pp | 345.39%-325.4pp |
| Employer contribution / active EE | $1,783 | $3,138-43.2% | $2,854-37.5% | $4,763-62.6% |
| Participant deferral / active EE | $5,317 | $4,281+24.2% | $3,884+36.9% | $5,851-9.1% |
| Admin fee / account holder | $21 | $6,173-99.7% | $5,353-99.6% | $11,598-99.8% |