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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 | $18,046 | $101,618-82.2% | $93,063-80.6% | $137,256-86.9% |
| Participation rate | 95.5% | 74.9%+20.5pp | 72.1%+23.3pp | 80.0%+15.5pp |
| Annual return | 23.91% | 223.95%-200.0pp | 34.15%-10.2pp | 220.34%-196.4pp |
| Employer contribution / active EE | $2,260 | $2,707-16.5% | $2,476-8.7% | $4,156-45.6% |
| Participant deferral / active EE | $4,482 | $4,279+4.7% | $3,958+13.2% | $6,407-30.0% |
| Admin fee / account holder | $138 | $6,198-97.8% | $6,033-97.7% | $12,270-98.9% |