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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 | $20,736 | $72,071-71.2% | $68,368-69.7% | $137,256-84.9% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.0%+12.9pp |
| Annual return | 26.26% | 353.14%-326.9pp | 292.57%-266.3pp | 220.34%-194.1pp |
| Employer contribution / active EE | $2,372 | $2,788-14.9% | $2,649-10.4% | $4,156-42.9% |
| Participant deferral / active EE | $4,826 | $4,410+9.4% | $4,123+17.1% | $6,407-24.7% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |