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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 | $24,104 | $157,304-84.7% | $141,197-82.9% | $152,909-84.2% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 27.63% | 64.34%-36.7pp | 71.41%-43.8pp | 345.46%-317.8pp |
| Employer contribution / active EE | $2,140 | $5,263-59.3% | $4,736-54.8% | $4,764-55.1% |
| Participant deferral / active EE | $4,067 | $7,111-42.8% | $6,710-39.4% | $5,851-30.5% |
| Admin fee / account holder | $17 | $12,126-99.9% | $10,265-99.8% | $11,601-99.9% |