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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 | $102,938-82.5% | $94,105-80.8% | $138,895-87.0% |
| Participation rate | 95.5% | 74.6%+20.8pp | 71.9%+23.5pp | 79.9%+15.5pp |
| Annual return | 23.91% | 250.28%-226.4pp | 204.55%-180.6pp | 145.39%-121.5pp |
| Employer contribution / active EE | $2,260 | $2,732-17.3% | $2,504-9.7% | $4,194-46.1% |
| Participant deferral / active EE | $4,482 | $4,196+6.8% | $3,881+15.5% | $6,396-29.9% |
| Admin fee / account holder | $138 | $6,600-97.9% | $6,199-97.8% | $12,562-98.9% |