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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 | $19,719 | $72,071-72.6% | $68,368-71.2% | $137,256-85.6% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.0%-3.0pp |
| Annual return | 22.66% | 353.14%-330.5pp | 292.57%-269.9pp | 220.34%-197.7pp |
| Employer contribution / active EE | $2,440 | $2,788-12.5% | $2,649-7.9% | $4,156-41.3% |
| Participant deferral / active EE | $2,639 | $4,410-40.2% | $4,123-36.0% | $6,407-58.8% |
| Admin fee / account holder | $79 | $5,336-98.5% | $5,150-98.5% | $12,270-99.4% |