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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 | $27,812 | $90,691-69.3% | $76,119-63.5% | $145,884-80.9% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.1%+22.6pp | 80.3%+11.4pp |
| Annual return | 18.14% | 624.52%-606.4pp | 361.25%-343.1pp | 551.85%-533.7pp |
| Employer contribution / active EE | $2,895 | $3,329-13.0% | $2,693+7.5% | $4,662-37.9% |
| Participant deferral / active EE | $6,608 | $5,167+27.9% | $4,259+55.2% | $6,690-1.2% |
| Admin fee / account holder | $20 | $8,383-99.8% | $6,421-99.7% | $13,392-99.9% |