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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 | $22,365 | $211,288-89.4% | $178,540-87.5% | $145,884-84.7% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 19.36% | 30.27%-10.9pp | 27.15%-7.8pp | 551.85%-532.5pp |
| Employer contribution / active EE | $2,533 | $4,574-44.6% | $3,953-35.9% | $4,662-45.7% |
| Participant deferral / active EE | $6,029 | $6,967-13.5% | $6,281-4.0% | $6,690-9.9% |
| Admin fee / account holder | $18 | $12,105-99.9% | $10,424-99.8% | $13,392-99.9% |