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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 | $24,564 | $183,539-86.6% | $155,556-84.2% | $145,897-83.2% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 10.73% | 61.31%-50.6pp | 64.84%-54.1pp | 552.29%-541.6pp |
| Employer contribution / active EE | $1,538 | $5,315-71.1% | $4,675-67.1% | $4,663-67.0% |
| Participant deferral / active EE | $6,623 | $6,467+2.4% | $5,631+17.6% | $6,689-1.0% |
| Admin fee / account holder | $163 | $19,275-99.2% | $15,885-99.0% | $13,390-98.8% |