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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 | $22,413 | $183,516-87.8% | $155,534-85.6% | $145,884-84.6% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 16.66% | 61.43%-44.8pp | 64.92%-48.3pp | 551.85%-535.2pp |
| Employer contribution / active EE | $3,177 | $5,315-40.2% | $4,675-32.0% | $4,662-31.9% |
| Participant deferral / active EE | $5,342 | $6,467-17.4% | $5,630-5.1% | $6,690-20.1% |
| Admin fee / account holder | $175 | $19,293-99.1% | $15,900-98.9% | $13,392-98.7% |