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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 | $24,948 | $124,330-79.9% | $109,173-77.1% | $167,536-85.1% |
| Participation rate | 90.0% | 79.5%+10.5pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 25.27% | 26.04%-0.8pp | 25.75%-0.5pp | 478.82%-453.5pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $7,695 | $5,256+46.4% | $4,654+65.4% | $6,342+21.3% |
| Admin fee / account holder | $80 | $7,974-99.0% | $6,755-98.8% | $12,315-99.4% |