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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 | $26,223 | $148,629-82.4% | $135,982-80.7% | $139,487-81.2% |
| Participation rate | 82.4% | 83.9%-1.5pp | 81.9%+0.4pp | 80.3%+2.0pp |
| Annual return | 24.87% | 79.33%-54.5pp | 68.32%-43.5pp | 373.84%-349.0pp |
| Employer contribution / active EE | $3,565 | $5,247-32.1% | $4,859-26.6% | $4,755-25.0% |
| Participant deferral / active EE | $7,563 | $8,102-6.7% | $7,760-2.5% | $6,713+12.7% |
| Admin fee / account holder | $82 | $12,406-99.3% | $10,767-99.2% | $11,407-99.3% |