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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 | $21,580 | $129,737-83.4% | $119,126-81.9% | $154,746-86.1% |
| Participation rate | 88.9% | 78.9%+10.0pp | 75.8%+13.1pp | 80.7%+8.2pp |
| Annual return | 17.78% | 379.08%-361.3pp | 282.11%-264.3pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,682 | $4,375-61.5% | $4,034-58.3% | $4,379-61.6% |
| Participant deferral / active EE | $5,964 | $5,842+2.1% | $5,318+12.1% | $6,730-11.4% |
| Admin fee / account holder | $135 | $11,961-98.9% | $10,693-98.7% | $14,365-99.1% |