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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 | $18,572 | $104,937-82.3% | $84,628-78.1% | $152,897-87.9% |
| Participation rate | 71.4% | 74.8%-3.4pp | 68.2%+3.2pp | 82.5%-11.0pp |
| Annual return | 28.95% | 373.88%-344.9pp | 258.80%-229.9pp | 345.43%-316.5pp |
| Employer contribution / active EE | $1,284 | $3,303-61.1% | $2,653-51.6% | $4,764-73.0% |
| Participant deferral / active EE | $5,280 | $4,690+12.6% | $3,900+35.4% | $5,851-9.8% |
| Admin fee / account holder | $59 | $6,243-99.0% | $4,914-98.8% | $11,599-99.5% |