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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 | $16,956 | $148,623-88.6% | $135,974-87.5% | $139,466-87.8% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 25.52% | 79.30%-53.8pp | 68.30%-42.8pp | 373.66%-348.1pp |
| Employer contribution / active EE | $1,737 | $5,246-66.9% | $4,859-64.3% | $4,754-63.5% |
| Participant deferral / active EE | $3,648 | $8,103-55.0% | $7,760-53.0% | $6,712-45.7% |
| Admin fee / account holder | $246 | $12,406-98.0% | $10,767-97.7% | $11,409-97.8% |