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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 | $22,273 | $106,247-79.0% | $96,515-76.9% | $139,466-84.0% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 28.50% | 38.47%-10.0pp | 35.73%-7.2pp | 373.66%-345.2pp |
| Employer contribution / active EE | $2,160 | $4,106-47.4% | $3,740-42.2% | $4,754-54.6% |
| Participant deferral / active EE | $5,378 | $5,456-1.4% | $4,880+10.2% | $6,712-19.9% |
| Admin fee / account holder | $32 | $7,885-99.6% | $6,735-99.5% | $11,409-99.7% |