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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 | $19,396 | $148,623-86.9% | $135,974-85.7% | $139,466-86.1% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 23.39% | 79.30%-55.9pp | 68.30%-44.9pp | 373.66%-350.3pp |
| Employer contribution / active EE | $1,939 | $5,246-63.0% | $4,859-60.1% | $4,754-59.2% |
| Participant deferral / active EE | $4,893 | $8,103-39.6% | $7,760-36.9% | $6,712-27.1% |
| Admin fee / account holder | $245 | $12,406-98.0% | $10,767-97.7% | $11,409-97.9% |