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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 | $29,683 | $102,595-71.1% | $94,057-68.4% | $154,746-80.8% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 20.37% | 583.42%-563.0pp | 480.62%-460.3pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,850 | $3,147-41.2% | $2,933-36.9% | $4,379-57.8% |
| Participant deferral / active EE | $5,862 | $5,118+14.5% | $4,709+24.5% | $6,730-12.9% |
| Admin fee / account holder | $103 | $7,736-98.7% | $7,244-98.6% | $14,365-99.3% |