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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 | $19,668 | $183,539-89.3% | $155,556-87.4% | $145,897-86.5% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 10.09% | 61.31%-51.2pp | 64.84%-54.7pp | 552.29%-542.2pp |
| Employer contribution / active EE | $2,063 | $5,315-61.2% | $4,675-55.9% | $4,663-55.8% |
| Participant deferral / active EE | $3,844 | $6,467-40.6% | $5,631-31.7% | $6,689-42.5% |
| Admin fee / account holder | $14 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |