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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 | $21,427 | $125,778-83.0% | $114,563-81.3% | $154,746-86.2% |
| Participation rate | 84.6% | 75.2%+9.4pp | 72.9%+11.7pp | 80.7%+3.9pp |
| Annual return | 18.36% | 295.14%-276.8pp | 241.09%-222.7pp | 172.34%-154.0pp |
| Employer contribution / active EE | $2,312 | $2,806-17.6% | $2,592-10.8% | $4,379-47.2% |
| Participant deferral / active EE | $4,715 | $4,445+6.1% | $4,142+13.8% | $6,730-29.9% |
| Admin fee / account holder | $296 | $8,190-96.4% | $7,623-96.1% | $14,365-97.9% |