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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 | $17,005 | $96,524-82.4% | $75,900-77.6% | $152,909-88.9% |
| Participation rate | 94.7% | 76.2%+18.5pp | 69.3%+25.5pp | 82.5%+12.3pp |
| Annual return | 20.09% | 33.93%-13.8pp | 30.73%-10.6pp | 345.46%-325.4pp |
| Employer contribution / active EE | $4,526 | $3,311+36.7% | $2,501+81.0% | $4,764-5.0% |
| Participant deferral / active EE | $4,115 | $4,554-9.7% | $3,604+14.2% | $5,851-29.7% |
| Admin fee / account holder | $150 | $8,082-98.1% | $5,421-97.2% | $11,601-98.7% |