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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 | $29,233 | $176,105-83.4% | $159,474-81.7% | $167,536-82.6% |
| Participation rate | 90.5% | 85.0%+5.5pp | 82.8%+7.6pp | 82.1%+8.4pp |
| Annual return | 20.96% | 331.91%-311.0pp | 263.68%-242.7pp | 478.82%-457.9pp |
| Employer contribution / active EE | $1,748 | $5,299-67.0% | $4,831-63.8% | $4,839-63.9% |
| Participant deferral / active EE | $4,892 | $7,751-36.9% | $7,353-33.5% | $6,342-22.9% |
| Admin fee / account holder | $110 | $12,559-99.1% | $10,802-99.0% | $12,315-99.1% |