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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 | $25,884 | $176,105-85.3% | $159,474-83.8% | $167,536-84.6% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 24.10% | 331.91%-307.8pp | 263.68%-239.6pp | 478.82%-454.7pp |
| Employer contribution / active EE | $2,594 | $5,299-51.0% | $4,831-46.3% | $4,839-46.4% |
| Participant deferral / active EE | $5,332 | $7,751-31.2% | $7,353-27.5% | $6,342-15.9% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |