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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 | $26,003 | $165,399-84.3% | $149,745-82.6% | $158,982-83.6% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 26.82% | 348.34%-321.5pp | 276.72%-249.9pp | 302.99%-276.2pp |
| Employer contribution / active EE | $3,995 | $5,105-21.7% | $4,646-14.0% | $4,763-16.1% |
| Participant deferral / active EE | $9,588 | $7,183+33.5% | $6,843+40.1% | $5,983+60.2% |
| Admin fee / account holder | $233 | $10,811-97.8% | $9,312-97.5% | $11,252-97.9% |