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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 | $23,518 | $111,535-78.9% | $105,223-77.6% | $137,256-82.9% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 80.0%+1.9pp |
| Annual return | 22.51% | 237.85%-215.3pp | 180.65%-158.1pp | 220.34%-197.8pp |
| Employer contribution / active EE | $2,464 | $3,939-37.5% | $3,689-33.2% | $4,156-40.7% |
| Participant deferral / active EE | $4,414 | $5,500-19.7% | $5,072-13.0% | $6,407-31.1% |
| Admin fee / account holder | $33 | $9,721-99.7% | $8,859-99.6% | $12,270-99.7% |