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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 | $17,833 | $109,372-83.7% | $89,414-80.1% | $158,966-88.8% |
| Participation rate | 86.7% | 74.3%+12.4pp | 68.0%+18.7pp | 82.0%+4.7pp |
| Annual return | 26.71% | 345.55%-318.8pp | 245.50%-218.8pp | 302.95%-276.2pp |
| Employer contribution / active EE | $4,075 | $3,171+28.5% | $2,586+57.6% | $4,762-14.4% |
| Participant deferral / active EE | $2,627 | $4,598-42.9% | $3,890-32.5% | $5,983-56.1% |
| Admin fee / account holder | $291 | $6,156-95.3% | $4,883-94.0% | $11,250-97.4% |