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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 | $18,228 | $148,623-87.7% | $135,974-86.6% | $139,466-86.9% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 21.55% | 79.30%-57.7pp | 68.30%-46.8pp | 373.66%-352.1pp |
| Employer contribution / active EE | $2,545 | $5,246-51.5% | $4,859-47.6% | $4,754-46.5% |
| Participant deferral / active EE | $3,568 | $8,103-56.0% | $7,760-54.0% | $6,712-46.8% |
| Admin fee / account holder | $59 | $12,406-99.5% | $10,767-99.5% | $11,409-99.5% |