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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 | $25,776 | $157,304-83.6% | $141,197-81.7% | $152,909-83.1% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.5%-1.2pp |
| Annual return | 25.88% | 64.34%-38.5pp | 71.41%-45.5pp | 345.46%-319.6pp |
| Employer contribution / active EE | $2,012 | $5,263-61.8% | $4,736-57.5% | $4,764-57.8% |
| Participant deferral / active EE | $3,253 | $7,111-54.3% | $6,710-51.5% | $5,851-44.4% |
| Admin fee / account holder | $10 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |