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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 | $24,860 | $160,040-84.5% | $147,096-83.1% | $145,877-83.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 15.98% | 98.49%-82.5pp | 419.75%-403.8pp | 551.28%-535.3pp |
| Employer contribution / active EE | $2,556 | $5,289-51.7% | $4,936-48.2% | $4,663-45.2% |
| Participant deferral / active EE | $3,599 | $8,429-57.3% | $8,071-55.4% | $6,691-46.2% |
| Admin fee / account holder | $10 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |