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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 | $23,517 | $202,440-88.4% | $169,390-86.1% | $139,466-83.1% |
| Participation rate | 84.6% | 81.1%+3.5pp | 77.2%+7.4pp | 80.3%+4.3pp |
| Annual return | 16.69% | 532.36%-515.7pp | 406.07%-389.4pp | 373.66%-357.0pp |
| Employer contribution / active EE | $1,063 | $4,693-77.4% | $4,013-73.5% | $4,754-77.6% |
| Participant deferral / active EE | $4,473 | $6,940-35.5% | $6,222-28.1% | $6,712-33.4% |
| Admin fee / account holder | $142 | $10,722-98.7% | $9,015-98.4% | $11,409-98.8% |