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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 | $25,607 | $176,105-85.5% | $159,474-83.9% | $167,536-84.7% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 17.97% | 331.91%-313.9pp | 263.68%-245.7pp | 478.82%-460.8pp |
| Employer contribution / active EE | $2,408 | $5,299-54.6% | $4,831-50.1% | $4,839-50.2% |
| Participant deferral / active EE | $4,682 | $7,751-39.6% | $7,353-36.3% | $6,342-26.2% |
| Admin fee / account holder | $178 | $12,559-98.6% | $10,802-98.3% | $12,315-98.6% |