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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 | $20,867 | $148,629-86.0% | $135,982-84.7% | $139,487-85.0% |
| Participation rate | 85.7% | 83.9%+1.8pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 26.57% | 79.33%-52.8pp | 68.32%-41.8pp | 373.84%-347.3pp |
| Employer contribution / active EE | $3,022 | $5,247-42.4% | $4,859-37.8% | $4,755-36.4% |
| Participant deferral / active EE | $5,371 | $8,102-33.7% | $7,760-30.8% | $6,713-20.0% |
| Admin fee / account holder | $66 | $12,406-99.5% | $10,767-99.4% | $11,407-99.4% |