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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 | $24,134 | $183,592-86.9% | $155,574-84.5% | $145,877-83.5% |
| Participation rate | 78.9% | 82.7%-3.8pp | 78.2%+0.7pp | 80.3%-1.4pp |
| Annual return | 14.43% | 61.37%-46.9pp | 64.87%-50.4pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,687 | $5,317-68.3% | $4,676-63.9% | $4,663-63.8% |
| Participant deferral / active EE | $3,809 | $6,466-41.1% | $5,629-32.3% | $6,691-43.1% |
| Admin fee / account holder | $104 | $19,316-99.5% | $15,914-99.3% | $13,402-99.2% |