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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 | $22,472 | $183,539-87.8% | $155,556-85.6% | $145,897-84.6% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 24.01% | 61.31%-37.3pp | 64.84%-40.8pp | 552.29%-528.3pp |
| Employer contribution / active EE | $3,868 | $5,315-27.2% | $4,675-17.3% | $4,663-17.0% |
| Participant deferral / active EE | $4,304 | $6,467-33.5% | $5,631-23.6% | $6,689-35.7% |
| Admin fee / account holder | $215 | $19,275-98.9% | $15,885-98.6% | $13,390-98.4% |