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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 | $23,001 | $111,830-79.4% | $93,696-75.5% | $145,884-84.2% |
| Participation rate | 78.6% | 74.2%+4.4pp | 68.7%+9.9pp | 80.3%-1.7pp |
| Annual return | 18.13% | 204.08%-185.9pp | 133.74%-115.6pp | 551.85%-533.7pp |
| Employer contribution / active EE | $2,928 | $3,093-5.3% | $2,422+20.9% | $4,662-37.2% |
| Participant deferral / active EE | $4,091 | $4,920-16.8% | $4,417-7.4% | $6,690-38.8% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |