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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 | $26,793 | $175,257-84.7% | $149,717-82.1% | $139,456-80.8% |
| Participation rate | 93.3% | 83.4%+9.9pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 21.28% | 166.70%-145.4pp | 134.41%-113.1pp | 373.45%-352.2pp |
| Employer contribution / active EE | $2,639 | $5,477-51.8% | $4,820-45.2% | $4,753-44.5% |
| Participant deferral / active EE | $4,359 | $6,521-33.2% | $5,682-23.3% | $6,711-35.1% |
| Admin fee / account holder | $94 | $16,156-99.4% | $13,213-99.3% | $11,407-99.2% |