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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 | $19,471 | $101,063-80.7% | $81,473-76.1% | $147,586-86.8% |
| Participation rate | 90.9% | 74.5%+16.5pp | 68.0%+23.0pp | 82.8%+8.1pp |
| Annual return | 24.13% | 32.41%-8.3pp | 38.78%-14.7pp | 578.59%-554.5pp |
| Employer contribution / active EE | $2,610 | $3,206-18.6% | $2,568+1.6% | $4,876-46.5% |
| Participant deferral / active EE | $3,408 | $4,242-19.7% | $3,537-3.6% | $5,439-37.3% |
| Admin fee / account holder | $23 | $5,812-99.6% | $4,561-99.5% | $10,886-99.8% |