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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 | $19,658 | $90,530-78.3% | $76,030-74.1% | $145,897-86.5% |
| Participation rate | 87.5% | 74.4%+13.1pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 17.04% | 625.08%-608.0pp | 361.54%-344.5pp | 552.29%-535.2pp |
| Employer contribution / active EE | $3,016 | $3,319-9.1% | $2,688+12.2% | $4,663-35.3% |
| Participant deferral / active EE | $4,668 | $5,164-9.6% | $4,257+9.6% | $6,689-30.2% |
| Admin fee / account holder | $49 | $8,383-99.4% | $6,421-99.2% | $13,390-99.6% |