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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 | $15,684 | $77,920-79.9% | $149,723-89.5% | $75,177-79.1% |
| Participation rate | 97.4% | 65.6%+31.8pp | 78.8%+18.6pp | 67.2%+30.2pp |
| Annual return | 23.73% | 31.72%-8.0pp | 134.50%-110.8pp | 160.75%-137.0pp |
| Employer contribution / active EE | $3,576 | $3,138+13.9% | $4,821-25.8% | $2,671+33.9% |
| Participant deferral / active EE | $3,851 | $3,411+12.9% | $5,682-32.2% | $4,126-6.7% |
| Admin fee / account holder | $206 | $5,951-96.5% | $13,215-98.4% | $5,651-96.4% |