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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 | $27,417 | $157,296-82.6% | $141,191-80.6% | $152,897-82.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 31.19% | 64.34%-33.2pp | 71.41%-40.2pp | 345.43%-314.2pp |
| Employer contribution / active EE | $2,696 | $5,262-48.8% | $4,736-43.1% | $4,764-43.4% |
| Participant deferral / active EE | $6,248 | $7,111-12.1% | $6,710-6.9% | $5,851+6.8% |
| Admin fee / account holder | $183 | $12,125-98.5% | $10,264-98.2% | $11,599-98.4% |