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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 | $25,507 | $165,381-84.6% | $149,730-83.0% | $158,966-84.0% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 17.97% | 348.29%-330.3pp | 276.70%-258.7pp | 302.95%-285.0pp |
| Employer contribution / active EE | $989 | $5,104-80.6% | $4,645-78.7% | $4,762-79.2% |
| Participant deferral / active EE | $3,712 | $7,182-48.3% | $6,843-45.7% | $5,983-38.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |