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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 | $27,048 | $183,592-85.3% | $155,574-82.6% | $145,877-81.5% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 16.07% | 61.37%-45.3pp | 64.87%-48.8pp | 551.28%-535.2pp |
| Employer contribution / active EE | $2,012 | $5,317-62.1% | $4,676-57.0% | $4,663-56.8% |
| Participant deferral / active EE | $3,629 | $6,466-43.9% | $5,629-35.5% | $6,691-45.8% |
| Admin fee / account holder | $89 | $19,316-99.5% | $15,914-99.4% | $13,402-99.3% |