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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 | $23,585 | $183,592-87.2% | $155,574-84.8% | $145,877-83.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 21.11% | 61.37%-40.3pp | 64.87%-43.8pp | 551.28%-530.2pp |
| Employer contribution / active EE | $1,364 | $5,317-74.3% | $4,676-70.8% | $4,663-70.8% |
| Participant deferral / active EE | $4,195 | $6,466-35.1% | $5,629-25.5% | $6,691-37.3% |
| Admin fee / account holder | $85 | $19,316-99.6% | $15,914-99.5% | $13,402-99.4% |