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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 | $183,592-87.8% | $155,574-85.6% | $145,877-84.6% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 16.66% | 61.37%-44.7pp | 64.87%-48.2pp | 551.28%-534.6pp |
| Employer contribution / active EE | $3,177 | $5,317-40.3% | $4,676-32.1% | $4,663-31.9% |
| Participant deferral / active EE | $5,342 | $6,466-17.4% | $5,629-5.1% | $6,691-20.1% |
| Admin fee / account holder | $175 | $19,316-99.1% | $15,914-98.9% | $13,402-98.7% |