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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 | $19,583 | $202,440-90.3% | $169,390-88.4% | $139,466-86.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 27.57% | 532.36%-504.8pp | 406.07%-378.5pp | 373.66%-346.1pp |
| Employer contribution / active EE | $3,290 | $4,693-29.9% | $4,013-18.0% | $4,754-30.8% |
| Participant deferral / active EE | $4,697 | $6,940-32.3% | $6,222-24.5% | $6,712-30.0% |
| Admin fee / account holder | $74 | $10,722-99.3% | $9,015-99.2% | $11,409-99.4% |