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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 | $18,433 | $148,623-87.6% | $135,974-86.4% | $139,466-86.8% |
| Participation rate | 92.3% | 83.9%+8.4pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 23.21% | 79.30%-56.1pp | 68.30%-45.1pp | 373.66%-350.5pp |
| Employer contribution / active EE | $1,732 | $5,246-67.0% | $4,859-64.3% | $4,754-63.6% |
| Participant deferral / active EE | $5,257 | $8,103-35.1% | $7,760-32.3% | $6,712-21.7% |
| Admin fee / account holder | $71 | $12,406-99.4% | $10,767-99.3% | $11,409-99.4% |