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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 | $29,569 | $103,008-71.3% | $90,304-67.3% | $152,897-80.7% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.5%+8.5pp |
| Annual return | 25.29% | 95.22%-69.9pp | 78.13%-52.8pp | 345.43%-320.1pp |
| Employer contribution / active EE | $2,198 | $3,139-30.0% | $2,855-23.0% | $4,764-53.9% |
| Participant deferral / active EE | $4,624 | $4,281+8.0% | $3,885+19.0% | $5,851-21.0% |
| Admin fee / account holder | $29 | $6,175-99.5% | $5,354-99.5% | $11,599-99.7% |