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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 | $24,964 | $110,240-77.4% | $96,544-74.1% | $139,487-82.1% |
| Participation rate | 94.4% | 78.1%+16.3pp | 76.0%+18.5pp | 80.3%+14.1pp |
| Annual return | 19.23% | 26.41%-7.2pp | 25.88%-6.7pp | 373.84%-354.6pp |
| Employer contribution / active EE | $2,993 | $3,622-17.4% | $2,966+0.9% | $4,755-37.1% |
| Participant deferral / active EE | $4,510 | $5,549-18.7% | $4,851-7.0% | $6,713-32.8% |
| Admin fee / account holder | $35 | $11,602-99.7% | $8,254-99.6% | $11,407-99.7% |