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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 | $19,050 | $102,938-81.5% | $94,105-79.8% | $138,895-86.3% |
| Participation rate | 80.0% | 74.6%+5.4pp | 71.9%+8.1pp | 79.9%+0.1pp |
| Annual return | 22.38% | 250.28%-227.9pp | 204.55%-182.2pp | 145.39%-123.0pp |
| Employer contribution / active EE | $721 | $2,732-73.6% | $2,504-71.2% | $4,194-82.8% |
| Participant deferral / active EE | $5,376 | $4,196+28.1% | $3,881+38.5% | $6,396-16.0% |
| Admin fee / account holder | $101 | $6,600-98.5% | $6,199-98.4% | $12,562-99.2% |