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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 | $129,737-81.9% | $119,126-80.3% | $154,746-84.8% |
| Participation rate | 81.8% | 78.9%+3.0pp | 75.8%+6.1pp | 80.7%+1.1pp |
| Annual return | 22.51% | 379.08%-356.6pp | 282.11%-259.6pp | 172.34%-149.8pp |
| Employer contribution / active EE | $2,464 | $4,375-43.7% | $4,034-38.9% | $4,379-43.7% |
| Participant deferral / active EE | $4,414 | $5,842-24.4% | $5,318-17.0% | $6,730-34.4% |
| Admin fee / account holder | $33 | $11,961-99.7% | $10,693-99.7% | $14,365-99.8% |