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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 | $20,438 | $148,582-86.2% | $135,942-85.0% | $139,456-85.3% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 25.86% | 79.26%-53.4pp | 68.28%-42.4pp | 373.45%-347.6pp |
| Employer contribution / active EE | $3,396 | $5,245-35.3% | $4,858-30.1% | $4,753-28.5% |
| Participant deferral / active EE | $5,414 | $8,101-33.2% | $7,759-30.2% | $6,711-19.3% |
| Admin fee / account holder | $185 | $12,402-98.5% | $10,764-98.3% | $11,407-98.4% |