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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 | $27,150 | $183,516-85.2% | $155,534-82.5% | $145,884-81.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 11.74% | 61.43%-49.7pp | 64.92%-53.2pp | 551.85%-540.1pp |
| Employer contribution / active EE | $1,330 | $5,315-75.0% | $4,675-71.5% | $4,662-71.5% |
| Participant deferral / active EE | $2,823 | $6,467-56.3% | $5,630-49.9% | $6,690-57.8% |
| Admin fee / account holder | $91 | $19,293-99.5% | $15,900-99.4% | $13,392-99.3% |