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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 | $25,131 | $148,623-83.1% | $135,974-81.5% | $139,466-82.0% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 22.95% | 79.30%-56.3pp | 68.30%-45.4pp | 373.66%-350.7pp |
| Employer contribution / active EE | $2,761 | $5,246-47.4% | $4,859-43.2% | $4,754-41.9% |
| Participant deferral / active EE | $4,905 | $8,103-39.5% | $7,760-36.8% | $6,712-26.9% |
| Admin fee / account holder | $108 | $12,406-99.1% | $10,767-99.0% | $11,409-99.1% |