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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 | $26,365 | $148,623-82.3% | $135,974-80.6% | $139,466-81.1% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 20.29% | 79.30%-59.0pp | 68.30%-48.0pp | 373.66%-353.4pp |
| Employer contribution / active EE | $2,237 | $5,246-57.4% | $4,859-54.0% | $4,754-52.9% |
| Participant deferral / active EE | $4,766 | $8,103-41.2% | $7,760-38.6% | $6,712-29.0% |
| Admin fee / account holder | $204 | $12,406-98.4% | $10,767-98.1% | $11,409-98.2% |